New England Professional Planning Group’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $217K | Sell |
393
-427
| -52% | -$236K | 0.1% | 45 |
|
2025
Q1 | $385K | Buy |
+820
| New | +$385K | 0.19% | 24 |
|
2024
Q4 | – | Sell |
-507
| Closed | -$247K | – | 52 |
|
2024
Q3 | $247K | Sell |
507
-381
| -43% | -$186K | 0.12% | 38 |
|
2024
Q2 | $425K | Hold |
888
| – | – | 0.22% | 22 |
|
2024
Q1 | $394K | Hold |
888
| – | – | 0.21% | 23 |
|
2023
Q4 | $364K | Buy |
+888
| New | +$364K | 0.21% | 24 |
|