SCM
Stordahl Capital Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $439K | Hold |
795
| – | – | 0.1% | 44 |
|
|
2025
Q1 | $373K | Hold |
795
| – | – | 0.09% | 42 |
|
|
2024
Q4 | $406K | Hold |
795
| – | – | 0.1% | 41 |
|
|
2024
Q3 | $383K | Sell |
795
-819
| -51% | -$394K | 0.09% | 40 |
|
|
2024
Q2 | $773K | Sell |
1,614
-67
| -4% | -$32.1K | 0.19% | 29 |
|
|
2024
Q1 | $746K | Buy |
1,681
+70
| +4% | +$31.1K | 0.19% | 31 |
|
|
2023
Q4 | $660K | Buy |
1,611
+786
| +95% | +$322K | 0.18% | 33 |
|
|
2023
Q3 | $296K | Buy |
+825
| New | +$296K | 0.09% | 42 |
|