A detailed history of Center For Financial Planning, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 1,002 shares of QQQ stock, worth $519,697. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,002
Previous 1,002 -0.0%
Holding current value
$519,697
Previous $480,000 1.88%
% of portfolio
0.07%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

SELL
$414.65 - $485.21 $14,512 - $16,982
-35 Reduced 3.38%
1,002 $480,000
Q4 2023

Jan 29, 2024

BUY
$343.66 - $411.5 $88,664 - $106,167
258 Added 33.12%
1,037 $424,000
Q2 2023

Aug 09, 2023

BUY
$309.99 - $370.26 $20,149 - $24,066
65 Added 9.1%
779 $287,000
Q4 2022

Jan 27, 2023

SELL
$260.1 - $293.72 $17,166 - $19,385
-66 Reduced 8.46%
714 $0
Q2 2022

Aug 12, 2022

BUY
$271.39 - $369.3 $46,679 - $63,519
172 Added 28.29%
780 $219,000
Q1 2022

May 03, 2022

SELL
$318.17 - $401.68 $3,181 - $4,016
-10 Reduced 1.62%
608 $220,000
Q4 2021

Feb 08, 2022

SELL
$352.62 - $403.99 $13,752 - $15,755
-39 Reduced 5.94%
618 $246,000
Q1 2021

May 10, 2021

SELL
$299.94 - $336.45 $43,491 - $48,785
-145 Reduced 18.08%
657 $210,000
Q2 2020

Aug 06, 2020

SELL
$182.31 - $248.84 $8,750 - $11,944
-48 Reduced 5.65%
802 $199,000
Q1 2020

May 11, 2020

BUY
$169.3 - $236.98 $1,523 - $2,132
9 Added 1.07%
850 $162,000
Q4 2019

Feb 14, 2020

BUY
$184.05 - $213.79 $154,786 - $179,797
841 New
841 $179,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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