Archvest 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
$994K Sell
2025
Q2
$990K Buy
2025
Q1
$774K Buy
2024
Q4
$723K Sell
2024
Q3
$766K Sell
2024
Q2
$762K Buy
2024
Q1
$644K Sell
2023
Q4
$632K Sell
2023
Q3
$681K Sell
2023
Q2
$786K Hold
2023
Q1
$683K Sell
2022
Q4
$572K Sell
2022
Q3
$589K Sell
2022
Q2
$670K Sell
2022
Q1
$944K Sell
2021
Q4
$1.22M Buy