SPAS
Spectrum Planning & Advisory Services’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Hold |
733
| – | – | 0.26% | 64 |
|
|
2025
Q1 | $344K | Sell |
733
-37
| -5% | -$17.3K | 0.29% | 49 |
|
|
2024
Q4 | $394K | Buy |
770
+242
| +46% | +$124K | 0.34% | 40 |
|
|
2024
Q3 | $258K | Hold |
528
| – | – | 0.25% | 48 |
|
|
2024
Q2 | $254K | Buy |
+528
| New | +$254K | 0.25% | 48 |
|
|
2023
Q4 | $209K | Buy |
+510
| New | +$209K | 0.3% | 46 |
|
|
2022
Q1 | – | Sell |
-644
| Closed | -$256K | – | 49 |
|
|
2021
Q4 | $256K | Buy |
+644
| New | +$256K | 0.23% | 42 |
|
|
2021
Q3 | – | Sell |
-594
| Closed | -$211K | – | 51 |
|
|
2021
Q2 | $211K | Buy |
+594
| New | +$211K | 0.2% | 44 |
|