Aries Wealth Management’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 | $1.94M | Buy |
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|
2025
Q1 | $1.55M | Buy |
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|
2024
Q4 | $1.51M | Buy |
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|
2024
Q3 | $565K | Hold |
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|
2024
Q2 | $554K | Hold |
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|
2024
Q1 | $514K | Sell |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $436K | Hold |
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|
2023
Q2 | $436K | Hold |
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|
2023
Q1 | $378K | Hold |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $322K | Buy |
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|
2022
Q2 | $256K | Sell |
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|
2022
Q1 | $3.15M | Buy |
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|
2021
Q4 | $364K | Hold |
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|
2021
Q3 | $328K | Hold |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $292K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $227K | Buy |
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