LFS
Legacy Financial Strategies’s Invesco QQQ Trust QQQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | – | Sell |
-1,206
| Closed | -$230K | – | 62 |
|
2020
Q1 | $230K | Hold |
1,206
| – | – | 0.22% | 52 |
|
2019
Q4 | $256K | Buy |
1,206
+1
| +0.1% | +$212 | 0.21% | 59 |
|
2019
Q3 | $238K | Buy |
1,205
+10
| +0.8% | +$1.98K | 0.21% | 56 |
|
2019
Q2 | $230K | Sell |
1,195
-2
| -0.2% | -$385 | 0.21% | 52 |
|
2019
Q1 | $215K | Buy |
+1,197
| New | +$215K | 0.18% | 51 |
|
2018
Q3 | – | Sell |
-1,225
| Closed | -$210K | – | 72 |
|
2018
Q2 | $210K | Buy |
+1,225
| New | +$210K | 0.19% | 85 |
|