Planning Capital Management Corporation’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
$146K Buy
300
+20
+7% +$9.75K 0.1% 105
2024
Q2
$134K Sell
280
-89
-24% -$42.7K 0.09% 114
2024
Q1
$164K Buy
369
+41
+13% +$18.2K 0.12% 100
2023
Q4
$134K Buy
+328
New +$134K 0.11% 109