SWM
Seed Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-600
| Closed | -$293K | – | 159 |
|
|
2024
Q3 | $293K | Hold |
600
| – | – | 0.23% | 111 |
|
|
2024
Q2 | $288K | Hold |
600
| – | – | 0.25% | 104 |
|
|
2024
Q1 | $267K | Hold |
600
| – | – | 0.26% | 105 |
|
|
2023
Q4 | $242K | Hold |
600
| – | – | 0.24% | 112 |
|
|
2023
Q3 | $215K | Hold |
600
| – | – | 0.24% | 123 |
|
|
2023
Q2 | $222K | Buy |
+600
| New | +$222K | 0.24% | 124 |
|