Peterson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $328K | Sell |
673
-44
| -6% | -$21.5K | 1.26% | 19 |
|
|
2024
Q2 | $343K | Sell |
717
-99
| -12% | -$47.4K | 2.09% | 17 |
|
|
2024
Q1 | $362K | Sell |
816
-9
| -1% | -$3.99K | 2.36% | 16 |
|
|
2023
Q4 | $338K | Buy |
+825
| New | +$338K | 2.22% | 16 |
|
|
2023
Q3 | – | Sell |
-562
| Closed | -$208K | – | 20 |
|
|
2023
Q2 | $208K | Buy |
+562
| New | +$208K | 1.9% | 20 |
|