Mark Sheptoff Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $255K | Buy |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $364K | Sell |
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|
2024
Q3 | $354K | Sell |
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|
2024
Q2 | $420K | Sell |
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|
2024
Q1 | $425K | Sell |
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|
2023
Q4 | $411K | Buy |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $242K | Buy |
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|
2023
Q1 | $195K | Buy |
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|
2022
Q4 | $156K | Buy |
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|
2022
Q3 | $99K | Hold |
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|
2022
Q2 | $104K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $148K | Hold |
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|
2021
Q3 | $133K | Hold |
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|
2021
Q2 | $132K | Sell |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $163K | Hold |
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|
2020
Q3 | $144K | Hold |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $99K | Hold |
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|
2019
Q4 | $111K | Sell |
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|
2019
Q3 | $306K | Hold |
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|
2019
Q2 | $303K | Sell |
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|
2019
Q1 | $525K | Buy |
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|
2018
Q4 | $250K | Buy |
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|
2018
Q3 | $297K | Hold |
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|
2018
Q2 | $275K | Hold |
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|
2018
Q1 | $256K | Buy |
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|
2017
Q4 | $171K | Hold |
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|
2017
Q3 | $160K | Hold |
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|
2017
Q2 | $151K | Sell |
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|
2017
Q1 | $146K | Buy |
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|
2016
Q4 | $130K | Hold |
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|
2016
Q3 | $131K | Hold |
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|
2016
Q2 | $118K | Hold |
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|
2016
Q1 | $120K | Hold |
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|
2015
Q4 | $123K | Buy |
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