Leicht Financial Planning & Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-4,243
| Closed | -$1.19M | – | 22 |
|
|
2022
Q2 | $1.19M | Sell |
4,243
-9,941
| -70% | -$2.79M | 0.8% | 21 |
|
|
2022
Q1 | $5.14M | Buy |
14,184
+525
| +4% | +$190K | 3.06% | 16 |
|
|
2021
Q4 | $5.43M | Buy |
13,659
+259
| +2% | +$103K | 3.1% | 14 |
|
|
2021
Q3 | $4.95M | Sell |
13,400
-753
| -5% | -$278K | 2.97% | 13 |
|
|
2021
Q2 | $5.1M | Buy |
14,153
+493
| +4% | +$178K | 3.1% | 14 |
|
|
2021
Q1 | $4.36M | Buy |
13,660
+1,666
| +14% | +$532K | 2.82% | 15 |
|
|
2020
Q4 | $3.76M | Buy |
11,994
+1,511
| +14% | +$473K | 2.54% | 16 |
|
|
2020
Q3 | $2.91M | Buy |
10,483
+2,281
| +28% | +$634K | 2.16% | 17 |
|
|
2020
Q2 | $2M | Buy |
+8,202
| New | +$2M | 1.59% | 17 |
|