Laurel Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-304
| Closed | -$80.9K | – | 161 |
|
|
2022
Q4 | $80.9K | Hold |
304
| – | – | 0.05% | 90 |
|
|
2022
Q3 | $81K | Hold |
304
| – | – | 0.06% | 82 |
|
|
2022
Q2 | $85K | Sell |
304
-212
| -41% | -$59.3K | 0.06% | 86 |
|
|
2022
Q1 | $187K | Buy |
516
+282
| +121% | +$102K | 0.13% | 69 |
|
|
2021
Q4 | $93K | Hold |
234
| – | – | 0.07% | 76 |
|
|
2021
Q3 | $84K | Hold |
234
| – | – | 0.07% | 79 |
|
|
2021
Q2 | $83K | Hold |
234
| – | – | 0.07% | 59 |
|
|
2021
Q1 | $75K | Hold |
234
| – | – | 0.07% | 58 |
|
|
2020
Q4 | $73K | Buy |
+234
| New | +$73K | 0.07% | 56 |
|