Private Wealth Advisors (California)’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Hold |
0
| – | – | – | 76 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 86 |
|
|
2020
Q1 | – | Sell |
-1,224
| Closed | -$260K | – | 67 |
|
|
2019
Q4 | $260K | Buy |
1,224
+5
| +0.4% | +$1.06K | 0.15% | 68 |
|
|
2019
Q3 | $230K | Sell |
1,219
-55
| -4% | -$10.4K | 0.15% | 55 |
|
|
2019
Q2 | $229K | Hold |
1,274
| – | – | 0.16% | 54 |
|
|
2019
Q1 | $229K | Buy |
+1,274
| New | +$229K | 0.16% | 54 |
|