Valued Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $187K | Sell |
338
-1
| -0.3% | -$552 | 0.1% | 40 |
|
|
2025
Q1 | $159K | Hold |
339
| – | – | 0.1% | 41 |
|
|
2024
Q4 | $173K | Buy |
339
+337
| +16,850% | +$172K | 0.11% | 41 |
|
|
2024
Q3 | $990 | Hold |
2
| – | – | ﹤0.01% | 454 |
|
|
2024
Q2 | $970 | Hold |
2
| – | – | ﹤0.01% | 442 |
|
|
2024
Q1 | $902 | Hold |
2
| – | – | ﹤0.01% | 446 |
|
|
2023
Q4 | $722 | Buy |
+2
| New | +$722 | ﹤0.01% | 402 |
|