Lakeshore 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 | $4.13M | Buy |
7,480
+332
| +5% | +$183K | 1.66% | 12 |
|
|
2025
Q1 | $3.35M | Buy |
7,148
+7
| +0.1% | +$3.28K | 1.4% | 13 |
|
|
2024
Q4 | $3.65M | Sell |
7,141
-14
| -0.2% | -$7.16K | 1.56% | 13 |
|
|
2024
Q3 | $3.49M | Buy |
7,155
+721
| +11% | +$352K | 1.54% | 13 |
|
|
2024
Q2 | $3.08M | Buy |
6,434
+462
| +8% | +$221K | 1.51% | 13 |
|
|
2024
Q1 | $2.65M | Buy |
5,972
+274
| +5% | +$122K | 1.34% | 14 |
|
|
2023
Q4 | $2.33M | Buy |
5,698
+290
| +5% | +$119K | 1.3% | 14 |
|
|
2023
Q3 | $1.94M | Buy |
+5,408
| New | +$1.94M | 1.1% | 15 |
|