LWP
Legacy Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $348K | Sell |
1,303
-391
| -23% | -$104K | 0.58% | 42 |
|
|
2022
Q2 | $475K | Buy |
1,694
+98
| +6% | +$27.5K | 0.68% | 35 |
|
|
2022
Q1 | $579K | Buy |
1,596
+579
| +57% | +$210K | 0.68% | 35 |
|
|
2021
Q4 | $405K | Sell |
1,017
-51
| -5% | -$20.3K | 0.46% | 48 |
|
|
2021
Q3 | $382K | Hold |
1,068
| – | – | 0.43% | 52 |
|
|
2021
Q2 | $379K | Hold |
1,068
| – | – | 0.43% | 55 |
|
|
2021
Q1 | $341K | Sell |
1,068
-260
| -20% | -$83K | 0.44% | 52 |
|
|
2020
Q4 | $417K | Buy |
1,328
+260
| +24% | +$81.6K | 0.53% | 41 |
|
|
2020
Q3 | $297K | Buy |
+1,068
| New | +$297K | 0.34% | 52 |
|
|
2020
Q1 | – | Sell |
-1,071
| Closed | -$228K | – | 84 |
|
|
2019
Q4 | $228K | Buy |
+1,071
| New | +$228K | 0.26% | 67 |
|