9258 Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $4.97M | Buy |
|
|||||
|
2024
Q2 | $4.72M | Sell |
|
|||||
|
2024
Q1 | $4.56M | Buy |
|
|||||
|
2023
Q4 | $4.18M | Sell |
|
|||||
|
2023
Q3 | $3.66M | Hold |
|
|||||
|
2023
Q2 | $3.77M | Sell |
|
|||||
|
2023
Q1 | $3.29M | Sell |
|
|||||
|
2022
Q4 | $2.79M | Sell |
|
|||||
|
2022
Q3 | $2.92M | Sell |
|
|||||
|
2022
Q2 | $3.18M | Sell |
|
|||||
|
2022
Q1 | $4.27M | Sell |
|
|||||
|
2021
Q4 | $4.92M | Hold |
|
|||||
|
2021
Q3 | $4.43M | Sell |
|
|||||
|
2021
Q2 | $4.43M | Buy |
|
|||||
|
2021
Q1 | $3.73M | Sell |
|
|||||
|
2020
Q4 | $3.67M | Buy |
|
|||||
|
2020
Q3 | $3.02M | Sell |
|
|||||
|
2020
Q2 | $2.96M | Sell |
|
|||||
|
2020
Q1 | $2.66M | Sell |
|
|||||
|
2019
Q4 | $2.65M | Buy |
|
|||||
|
2019
Q3 | $714K | Buy |
|
|||||
|
2019
Q2 | $616K | Buy |
|
|||||
|
2019
Q1 | $583K | Buy |
|
|||||
|
2018
Q4 | $458K | Buy |
|