Alta 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
Q3
$3.17M Buy
2025
Q2
Sell
2025
Q1
$2.85M Sell
2024
Q4
$3.35M Buy
2024
Q3
$3.04M Sell
2024
Q2
$4.13M Sell
2024
Q1
$3.83M Buy
2023
Q4
$2.69M Buy
2023
Q3
$1.12M Sell
2023
Q2
$1.19M Buy
2023
Q1
$984K Buy
2022
Q4
$749K Buy
2022
Q3
$585K Buy
2022
Q2
$595K Buy
2022
Q1
$720K Buy
2021
Q4
$602K Buy
2021
Q3
$466K Buy
2021
Q2
$380K Buy
2021
Q1
$321K Buy
2020
Q4
$264K Buy