AIMZ Investment 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 | $557K | Buy |
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|
2025
Q1 | $473K | Buy |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $288K | Sell |
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|
2024
Q2 | $292K | Hold |
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|
2024
Q1 | $270K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $297K | Hold |
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|
2023
Q2 | $306K | Buy |
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|
2023
Q1 | $266K | Hold |
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|
2022
Q4 | $220K | Buy |
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|
2022
Q3 | $221K | Hold |
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|
2022
Q2 | $232K | Hold |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $328K | Sell |
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|
2021
Q3 | $336K | Sell |
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|
2021
Q2 | $342K | Sell |
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|
2021
Q1 | $323K | Buy |
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|
2020
Q4 | $317K | Buy |
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|
2020
Q3 | $265K | Sell |
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|
2020
Q2 | $270K | Hold |
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|
2020
Q1 | $207K | Buy |
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|
2019
Q4 | $231K | Buy |
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|
2019
Q3 | $205K | Buy |
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|
2019
Q2 | $203K | Buy |
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