Householder Group Estate & Retirement Specialist’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.59M | Sell |
5,070
-4,844
| -49% | -$2.48M | 1.94% | 11 |
|
|
2024
Q3 | $4.84M | Sell |
9,914
-1,736
| -15% | -$847K | 1.41% | 12 |
|
|
2024
Q2 | $5.58M | Buy |
11,650
+860
| +8% | +$412K | 1.57% | 11 |
|
|
2024
Q1 | $4.79M | Sell |
10,790
-2,604
| -19% | -$1.16M | 1.43% | 11 |
|
|
2023
Q4 | $5.49M | Buy |
13,394
+178
| +1% | +$72.9K | 1.8% | 9 |
|
|
2023
Q3 | $4.74M | Buy |
+13,216
| New | +$4.74M | 1.71% | 9 |
|
|
2023
Q1 | $2.61M | Buy |
+8,143
| New | +$2.61M | 1% | 17 |
|
|
2022
Q4 | – | Sell |
-6,300
| Closed | -$1.68M | – | 918 |
|
|
2022
Q3 | $1.68M | Buy |
6,300
+200
| +3% | +$53.4K | 0.69% | 25 |
|
|
2022
Q2 | $1.71M | Buy |
6,100
+62
| +1% | +$17.4K | 0.76% | 30 |
|
|
2022
Q1 | $2.19M | Sell |
6,038
-7,043
| -54% | -$2.55M | 0.88% | 25 |
|
|
2021
Q4 | $5.2M | Buy |
+13,081
| New | +$5.2M | 1.94% | 8 |
|