Total Wealth Planning’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
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|
2025
Q3 | $939K | Sell |
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|
2025
Q2 | $872K | Sell |
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|
2025
Q1 | $755K | Hold |
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|
2024
Q4 | $823K | Hold |
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|
2024
Q3 | $786K | Hold |
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|
2024
Q2 | $799K | Hold |
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|
2024
Q1 | $715K | Sell |
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|
2023
Q4 | $699K | Hold |
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|
2023
Q3 | $611K | Sell |
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|
2023
Q2 | $636K | Sell |
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|
2023
Q1 | $570K | Sell |
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|
2022
Q4 | $537K | Sell |
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|
2022
Q3 | $593K | Buy |
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|
2022
Q2 | $609K | Buy |
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|
2022
Q1 | $534K | Buy |
|