Legacy Financial Group (Iowa)’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
686
+157
| +30% | +$86.6K | 0.05% | 92 |
|
|
2025
Q1 | $248K | Sell |
529
-1
| -0.2% | -$469 | 0.04% | 97 |
|
|
2024
Q4 | $271K | Buy |
+530
| New | +$271K | 0.04% | 96 |
|
|
2024
Q3 | – | Sell |
-645
| Closed | -$309K | – | 91 |
|
|
2024
Q2 | $309K | Sell |
645
-4
| -0.6% | -$1.92K | 0.06% | 84 |
|
|
2024
Q1 | $288K | Buy |
+649
| New | +$288K | 0.06% | 83 |
|
|
2023
Q4 | – | Sell |
-658
| Closed | -$236K | – | 401 |
|
|
2023
Q3 | $236K | Buy |
+658
| New | +$236K | 0.06% | 86 |
|