Legacy Wealth Management (Tennessee)’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 | $285K | Buy |
516
+4
| +0.8% | +$2.21K | 0.02% | 29 |
|
|
2025
Q1 | $240K | Buy |
512
+4
| +0.8% | +$1.88K | 0.02% | 38 |
|
|
2024
Q4 | $260K | Hold |
508
| – | – | 0.02% | 38 |
|
|
2024
Q3 | $248K | Hold |
508
| – | – | 0.02% | 41 |
|
|
2024
Q2 | $244K | Sell |
508
-28
| -5% | -$13.4K | 0.02% | 22 |
|
|
2024
Q1 | $238K | Sell |
536
-7
| -1% | -$3.11K | 0.02% | 23 |
|
|
2023
Q4 | $222K | Buy |
+543
| New | +$222K | 0.02% | 21 |
|