Avantax Planning Partners’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 | $5.85M | Buy |
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|
2025
Q1 | $4.81M | Buy |
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|
2024
Q4 | $4.96M | Sell |
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|
2024
Q3 | $4.75M | Sell |
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|
2024
Q2 | $5.18M | Buy |
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|
2024
Q1 | $4.48M | Sell |
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|
2023
Q4 | $5.22M | Buy |
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|
2023
Q3 | $4.17M | Buy |
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|
2023
Q2 | $3.99M | Buy |
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|
2023
Q1 | $3.36M | Sell |
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|
2022
Q4 | $2.85M | Sell |
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|
2022
Q3 | $2.96M | Sell |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $4.16M | Buy |
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|
2021
Q4 | $4.24M | Sell |
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|
2021
Q3 | $3.85M | Buy |
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|
2021
Q2 | $3.43M | Buy |
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|
2021
Q1 | $2.89M | Buy |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $4M | Buy |
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|
2020
Q1 | $2.67M | Buy |
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|
2019
Q4 | $2.61M | Sell |
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|
2019
Q3 | $2.37M | Sell |
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|
2019
Q2 | $2.44M | Buy |
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|
2019
Q1 | $2.23M | Buy |
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|
2018
Q4 | $1.73M | Buy |
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|
2018
Q3 | $2.06M | Buy |
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|
2018
Q2 | $1.33M | Sell |
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|
2018
Q1 | $1.63M | Buy |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $1.33M | Buy |
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|
2017
Q2 | $745K | Sell |
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|
2017
Q1 | $745K | Buy |
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|
2016
Q4 | $625K | Buy |
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