SFWC
Strategic Family Wealth Counselors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.6M | Sell |
6,533
-7
| -0.1% | -$3.86K | 1.03% | 32 |
|
|
2025
Q1 | $3.07M | Sell |
6,540
-50
| -0.8% | -$23.4K | 1% | 34 |
|
|
2024
Q4 | $3.37M | Buy |
6,590
+25
| +0.4% | +$12.8K | 1.1% | 30 |
|
|
2024
Q3 | $3.2M | Buy |
6,565
+77
| +1% | +$37.6K | 1.12% | 29 |
|
|
2024
Q2 | $3.11M | Buy |
6,488
+51
| +0.8% | +$24.4K | 1.18% | 28 |
|
|
2024
Q1 | $2.86M | Sell |
6,437
-921
| -13% | -$409K | 1.13% | 29 |
|
|
2023
Q4 | $3.01M | Buy |
7,358
+1,085
| +17% | +$444K | 1.26% | 25 |
|
|
2023
Q3 | $2.25M | Buy |
+6,273
| New | +$2.25M | 1.08% | 28 |
|