Keener Financial Planning’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 | $18K | Hold |
34
| – | – | 0.01% | 134 |
|
|
2025
Q1 | $15K | Sell |
34
-111
| -77% | -$49K | 0.01% | 111 |
|
|
2024
Q4 | $74K | Sell |
145
-44
| -23% | -$22.5K | 0.04% | 77 |
|
|
2024
Q3 | $92K | Hold |
189
| – | – | 0.06% | 62 |
|
|
2024
Q2 | $90K | Hold |
189
| – | – | 0.06% | 67 |
|
|
2024
Q1 | $84K | Hold |
189
| – | – | 0.06% | 72 |
|
|
2023
Q4 | $77K | Buy |
+189
| New | +$77K | 0.06% | 76 |
|