IFA
Interactive Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.7M | Sell |
19,396
-807
| -4% | -$445K | 5.22% | 5 |
|
|
2025
Q1 | $9.47M | Buy |
20,203
+841
| +4% | +$394K | 5% | 5 |
|
|
2024
Q4 | $9.9M | Buy |
19,362
+952
| +5% | +$487K | 5.19% | 4 |
|
|
2024
Q3 | $8.99M | Buy |
18,410
+491
| +3% | +$240K | 4.63% | 5 |
|
|
2024
Q2 | $8.59M | Buy |
17,919
+10,387
| +138% | +$4.98M | 4.73% | 5 |
|
|
2024
Q1 | $3.34M | Sell |
7,532
-4,676
| -38% | -$2.08M | 1.85% | 17 |
|
|
2023
Q4 | $381K | Buy |
12,208
+7,023
| +135% | +$219K | 0.2% | 65 |
|
|
2023
Q3 | $1.86M | Buy |
5,185
+910
| +21% | +$326K | 1.25% | 22 |
|
|
2023
Q2 | $1.58M | Buy |
4,275
+315
| +8% | +$116K | 1.07% | 29 |
|
|
2023
Q1 | $1.27M | Buy |
3,960
+486
| +14% | +$156K | 0.81% | 30 |
|
|
2022
Q4 | $925K | Buy |
3,474
+1,496
| +76% | +$398K | 0.55% | 38 |
|
|
2022
Q3 | $529K | Buy |
+1,978
| New | +$529K | 0.31% | 53 |
|