Partners in Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q1
Sell
-686
Closed -$281K 104
2023
Q4
$281K Buy
686
+1
+0.1% +$410 0.07% 84
2023
Q3
$246K Hold
685
0.06% 86
2023
Q2
$253K Buy
685
+1
+0.1% +$369 0.06% 84
2023
Q1
$219K Buy
+684
New +$219K 0.06% 89