Legacy Wealth Management (Mississippi)’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,500
| Closed | -$471K | – | 97 |
|
|
2020
Q4 | $471K | Hold |
1,500
| – | – | 0.3% | 67 |
|
|
2020
Q3 | $417K | Hold |
1,500
| – | – | 0.29% | 72 |
|
|
2020
Q2 | $371K | Sell |
1,500
-1,000
| -40% | -$248K | 0.28% | 74 |
|
|
2020
Q1 | $476K | Hold |
2,500
| – | – | 0.44% | 62 |
|
|
2019
Q4 | $532K | Buy |
+2,500
| New | +$532K | 0.46% | 66 |
|