LWP
Legacy Wealth Partners’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $18.7M | Buy |
52,645
+23,311
| +79% | +$8.26M | 10.37% | 1 |
|
|
2021
Q1 | $9.36M | Sell |
29,334
-14,471
| -33% | -$4.62M | 5.48% | 5 |
|
|
2020
Q4 | $13.7M | Sell |
43,805
-14,403
| -25% | -$4.52M | 8.64% | 3 |
|
|
2020
Q3 | $16.2M | Buy |
58,208
+1,471
| +3% | +$409K | 11.44% | 1 |
|
|
2020
Q2 | $14M | Buy |
56,737
+27,300
| +93% | +$6.76M | 10.61% | 1 |
|
|
2020
Q1 | $5.61M | Sell |
29,437
-17,893
| -38% | -$3.41M | 5.22% | 4 |
|
|
2019
Q4 | $10.8M | Buy |
+47,330
| New | +$10.8M | 7.87% | 2 |
|