Intrepid Financial Planning Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.81M | Buy |
3,282
+17
| +0.5% | +$9.38K | 0.76% | 31 |
|
|
2025
Q1 | $1.53M | Sell |
3,265
-112
| -3% | -$52.5K | 0.71% | 36 |
|
|
2024
Q4 | $1.73M | Buy |
+3,377
| New | +$1.73M | 0.73% | 34 |
|
|
2023
Q3 | – | Sell |
-2,192
| Closed | -$810K | – | 125 |
|
|
2023
Q2 | $810K | Buy |
2,192
+113
| +5% | +$41.7K | 0.39% | 49 |
|
|
2023
Q1 | $667K | Buy |
2,079
+21
| +1% | +$6.74K | 0.34% | 54 |
|
|
2022
Q4 | $548K | Hold |
2,058
| – | – | 0.3% | 55 |
|
|
2022
Q3 | $550K | Sell |
2,058
-20
| -1% | -$5.35K | 0.31% | 51 |
|
|
2022
Q2 | $582K | Buy |
+2,078
| New | +$582K | 0.32% | 50 |
|