Sanford Advisory Services’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
Q4
$2.11M Sell
7,907
-1,576
-17% -$420K 0.5% 36
2022
Q3
$2.54M Buy
9,483
+168
+2% +$44.9K 0.72% 25
2022
Q2
$2.61M Sell
9,315
-51
-0.5% -$14.3K 0.74% 19
2022
Q1
$3.4M Buy
9,366
+500
+6% +$181K 0.93% 14
2021
Q4
$3.53M Buy
8,866
+176
+2% +$70K 0.8% 15
2021
Q3
$3.11M Buy
8,690
+165
+2% +$59.1K 0.78% 16
2021
Q2
$3.02M Buy
8,525
+543
+7% +$192K 0.78% 15
2021
Q1
$2.55M Sell
7,982
-1,610
-17% -$514K 0.71% 18
2020
Q4
$3.01M Buy
+9,592
New +$3.01M 0.96% 12