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