Waller Financial Planning Group’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
Q3 | $806K | Sell |
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|
2025
Q2 | $832K | Buy |
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|
2025
Q1 | $430K | Sell |
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|
2024
Q4 | $490K | Sell |
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|
2024
Q3 | $523K | Sell |
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|
2024
Q2 | $525K | Sell |
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|
2024
Q1 | $522K | Sell |
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|
2023
Q4 | $518K | Sell |
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|
2023
Q3 | $482K | Hold |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $438K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $235K | Buy |
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