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Swisher Financial Concepts’s Invesco QQQ Trust QQQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.01M Buy
+1,824
New +$1.01M 0.65% 26
2025
Q1
Sell
-1,896
Closed -$969K 90
2024
Q4
$969K Buy
+1,896
New +$969K 1.14% 19
2024
Q2
Sell
-11,069
Closed -$4.87M 88
2024
Q1
$4.87M Buy
11,069
+251
+2% +$110K 4.23% 8
2023
Q4
$4.41M Buy
+10,818
New +$4.41M 4.25% 7