Arbor Trust 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
$405K Hold
2025
Q1
$345K Hold
2024
Q4
$375K Buy
2024
Q3
$352K Hold
2024
Q2
$352K Buy
2024
Q1
$321K Sell
2023
Q4
$306K Buy
2023
Q3
Sell
2023
Q2
$243K Sell
2023
Q1
$217K Buy
2022
Q4
Sell
2022
Q3
$202K Hold
2022
Q2
$212K Hold
2022
Q1
$274K Sell
2021
Q4
$311K Hold
2021
Q3
$280K Hold
2021
Q2
$277K Hold
2021
Q1
$250K Sell
2020
Q4
$256K Buy
2020
Q3
$219K Buy