RDFA
Ritter Daniher Financial Advisory’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $80.5K | Hold |
146
| – | – | 0.02% | 142 |
|
|
2025
Q1 | $68.4K | Hold |
146
| – | – | 0.02% | 133 |
|
|
2024
Q4 | $74.6K | Hold |
146
| – | – | 0.02% | 133 |
|
|
2024
Q3 | $71.2K | Buy |
146
+63
| +76% | +$30.7K | 0.02% | 130 |
|
|
2024
Q2 | $39.8K | Sell |
83
-25
| -23% | -$12K | 0.01% | 169 |
|
|
2024
Q1 | $48K | Hold |
108
| – | – | 0.02% | 149 |
|
|
2023
Q4 | $44.2K | Sell |
108
-218
| -67% | -$89.3K | 0.02% | 159 |
|
|
2023
Q3 | $117K | Hold |
326
| – | – | 0.05% | 99 |
|
|
2023
Q2 | $121K | Sell |
326
-27
| -8% | -$9.98K | 0.05% | 92 |
|
|
2023
Q1 | $113K | Hold |
353
| – | – | 0.05% | 94 |
|
|
2022
Q4 | $94.1K | Hold |
353
| – | – | 0.04% | 105 |
|
|
2022
Q3 | $94K | Hold |
353
| – | – | 0.07% | 91 |
|
|
2022
Q2 | $99K | Buy |
353
+102
| +41% | +$28.6K | 0.07% | 87 |
|
|
2022
Q1 | $91K | Hold |
251
| – | – | 0.06% | 87 |
|
|
2021
Q4 | $100K | Sell |
251
-175
| -41% | -$69.7K | 0.07% | 86 |
|
|
2021
Q3 | $153K | Buy |
426
+175
| +70% | +$62.9K | 0.11% | 64 |
|
|
2021
Q2 | $89K | Hold |
251
| – | – | 0.07% | 81 |
|
|
2021
Q1 | $80K | Hold |
251
| – | – | 0.06% | 77 |
|
|
2020
Q4 | $79K | Buy |
+251
| New | +$79K | 0.07% | 74 |
|