A detailed history of Wells Financial Advisors Inc transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Wells Financial Advisors Inc holds 5 shares of QQQ stock, worth $2,528. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5
Previous 5 -0.0%
Holding current value
$2,528
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 03, 2023

SELL
$260.1 - $293.72 $7,282 - $8,224
-28 Reduced 84.85%
5 $1,000
Q2 2022

Aug 10, 2022

SELL
$271.39 - $369.3 $19,268 - $26,220
-71 Reduced 68.27%
33 $9,000
Q3 2021

Nov 10, 2021

BUY
$354.57 - $382.11 $3,545 - $3,821
10 Added 10.64%
104 $37,000
Q4 2020

Feb 11, 2021

BUY
$269.38 - $313.74 $25,321 - $29,491
94 New
94 $29,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Wells Financial Advisors Inc Portfolio

Follow Wells Financial Advisors Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.