MWM
Midwest Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $501K | Buy |
1,382
+193
| +16% | +$70K | 0.3% | 77 |
|
|
2021
Q4 | $473K | Buy |
1,189
+233
| +24% | +$92.7K | 0.3% | 75 |
|
|
2021
Q3 | $342K | Buy |
956
+22
| +2% | +$7.87K | 0.24% | 86 |
|
|
2021
Q2 | $331K | Hold |
934
| – | – | 0.24% | 85 |
|
|
2021
Q1 | $298K | Hold |
934
| – | – | 0.24% | 85 |
|
|
2020
Q4 | $293K | Buy |
+934
| New | +$293K | 0.27% | 85 |
|