Leading Edge 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 | $1.38M | Sell |
2,498
-38
| -1% | -$21K | 0.38% | 23 |
|
|
2025
Q1 | $1.19M | Buy |
2,536
+30
| +1% | +$14.1K | 0.37% | 23 |
|
|
2024
Q4 | $1.28M | Sell |
2,506
-26
| -1% | -$13.3K | 0.42% | 22 |
|
|
2024
Q3 | $1.24M | Sell |
2,532
-10
| -0.4% | -$4.88K | 0.41% | 24 |
|
|
2024
Q2 | $1.22M | Buy |
2,542
+41
| +2% | +$19.6K | 0.49% | 21 |
|
|
2024
Q1 | $1.11M | Sell |
2,501
-400
| -14% | -$178K | 0.49% | 20 |
|
|
2023
Q4 | $1.19M | Sell |
2,901
-167
| -5% | -$68.4K | 0.62% | 20 |
|
|
2023
Q3 | $1.1M | Sell |
3,068
-316
| -9% | -$113K | 0.7% | 24 |
|
|
2023
Q2 | $1.25M | Sell |
3,384
-421
| -11% | -$156K | 0.82% | 18 |
|
|
2023
Q1 | $1.22M | Sell |
3,805
-35
| -0.9% | -$11.2K | 0.88% | 17 |
|
|
2022
Q4 | $1.02M | Buy |
+3,840
| New | +$1.02M | 0.88% | 20 |
|