HWMG
Hurlow Wealth Management Group’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $558K | Sell |
1,012
-217
| -18% | -$120K | 0.16% | 57 |
|
|
2025
Q1 | $576K | Sell |
1,229
-749
| -38% | -$351K | 0.18% | 52 |
|
|
2024
Q4 | $1.01M | Sell |
1,978
-211
| -10% | -$108K | 0.32% | 38 |
|
|
2024
Q3 | $1.07M | Sell |
2,189
-183
| -8% | -$89.3K | 0.33% | 39 |
|
|
2024
Q2 | $1.14M | Sell |
2,372
-107
| -4% | -$51.3K | 0.39% | 36 |
|
|
2024
Q1 | $1.1M | Buy |
2,479
+20
| +0.8% | +$8.88K | 0.39% | 38 |
|
|
2023
Q4 | $1.01M | Sell |
2,459
-2
| -0.1% | -$819 | 0.38% | 37 |
|
|
2023
Q3 | $882K | Buy |
2,461
+601
| +32% | +$215K | 0.38% | 36 |
|
|
2023
Q2 | $687K | Hold |
1,860
| – | – | 0.29% | 41 |
|
|
2023
Q1 | $597K | Hold |
1,860
| – | – | 0.28% | 46 |
|
|
2022
Q4 | $495K | Buy |
+1,860
| New | +$495K | 0.26% | 52 |
|
|
2022
Q2 | – | Sell |
-635
| Closed | -$230K | – | 96 |
|
|
2022
Q1 | $230K | Hold |
635
| – | – | 0.14% | 85 |
|
|
2021
Q4 | $200K | Hold |
635
| – | – | 0.16% | 88 |
|
|
2021
Q3 | $227K | Hold |
635
| – | – | 0.14% | 87 |
|
|
2021
Q2 | $225K | Hold |
635
| – | – | 0.15% | 85 |
|
|
2021
Q1 | $203K | Buy |
+635
| New | +$203K | 0.15% | 95 |
|