Acorn Wealth Advisors’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
Q2 | $1.15M | Buy |
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2025
Q1 | $853K | Buy |
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2024
Q4 | $911K | Buy |
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2024
Q3 | $826K | Sell |
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2024
Q2 | $826K | Sell |
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2024
Q1 | $767K | Sell |
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2023
Q4 | $732K | Buy |
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2023
Q3 | $597K | Sell |
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2023
Q2 | $657K | Sell |
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2023
Q1 | $573K | Sell |
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2022
Q4 | $480K | Sell |
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2022
Q3 | $616K | Sell |
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2022
Q2 | $649K | Hold |
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2022
Q1 | $839K | Sell |
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2021
Q4 | $1.01M | Buy |
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2021
Q3 | $868K | Buy |
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2021
Q2 | $854K | Buy |
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2021
Q1 | $731K | Buy |
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2020
Q4 | $702K | Buy |
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2020
Q3 | $378K | Buy |
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2020
Q2 | $323K | Buy |
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2020
Q1 | $225K | Buy |
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2019
Q4 | $230K | Hold |
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2019
Q3 | $215K | Hold |
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2019
Q2 | $201K | Buy |
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2018
Q4 | – | Sell |
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2018
Q3 | $281K | Buy |
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2018
Q2 | $285K | Sell |
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2018
Q1 | $283K | Buy |
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2017
Q4 | $252K | Buy |
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