SFC
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 |
|