Amplius 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 | $39.5M | Buy |
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|
2025
Q1 | $33.1M | Buy |
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|
2024
Q4 | $35.2M | Buy |
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|
2024
Q3 | $33.1M | Buy |
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|
2024
Q2 | $31.4M | Buy |
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|
2024
Q1 | $28.9M | Sell |
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|
2023
Q4 | $28.9M | Sell |
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|
2023
Q3 | $26.1M | Sell |
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|
2023
Q2 | $27.8M | Sell |
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|
2023
Q1 | $74.4M | Buy |
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|
2022
Q4 | $10.4M | Sell |
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|
2022
Q3 | $34.1M | Buy |
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|
2022
Q2 | $32.2M | Buy |
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|
2022
Q1 | $17M | Buy |
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|
2021
Q4 | $18.7M | Buy |
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