Ledge Wealth Management’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
Q4 | $263K | Hold |
642
| – | – | 0.1% | 55 |
|
|
2023
Q3 | $230K | Hold |
642
| – | – | 0.1% | 57 |
|
|
2023
Q2 | $237K | Sell |
642
-58
| -8% | -$21.4K | 0.11% | 56 |
|
|
2023
Q1 | $225K | Sell |
700
-71
| -9% | -$22.8K | 0.11% | 63 |
|
|
2022
Q4 | $205K | Buy |
+771
| New | +$205K | 0.09% | 72 |
|
|
2022
Q2 | – | Sell |
-700
| Closed | -$254K | – | 74 |
|
|
2022
Q1 | $254K | Buy |
+700
| New | +$254K | 0.16% | 65 |
|