B. Riley 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 | $26.2M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $43.3M | Buy |
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|
2023
Q4 | $47.7M | Sell |
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|
2023
Q3 | $43.3M | Sell |
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|
2023
Q2 | $46.4M | Buy |
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|
2023
Q1 | $39.4M | Buy |
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|
2022
Q4 | $28.5M | Sell |
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|
2022
Q3 | $30.6M | Buy |
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|
2022
Q2 | $32M | Sell |
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|
2022
Q1 | $44.1M | Buy |
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|
2021
Q4 | $42.8M | Buy |
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|
2021
Q3 | $36.5M | Buy |
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|
2021
Q2 | $33.9M | Sell |
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|
2021
Q1 | $30.6M | Buy |
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|
2020
Q4 | $12M | Buy |
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|
2020
Q3 | $10.5M | Sell |
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|
2020
Q2 | $9.84M | Buy |
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|
2020
Q1 | $7.33M | Buy |
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|
2019
Q4 | $7.38M | Buy |
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|
2019
Q3 | $6.31M | Sell |
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|
2019
Q2 | $6.25M | Sell |
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|
2019
Q1 | $6.26M | Buy |
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|
2018
Q4 | $4.93M | Buy |
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|
2018
Q3 | $5.14M | Buy |
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|
2018
Q2 | $4.47M | Buy |
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|
2018
Q1 | $4.09M | Buy |
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|
2017
Q4 | $3.42M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $2.81M | Buy |
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|
2017
Q1 | $2.08M | Sell |
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|
2016
Q4 | $1.91M | Sell |
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|
2016
Q3 | $2.62M | Sell |
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|
2016
Q2 | $2.46M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $3.59M | Buy |
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|
2015
Q3 | $2.88M | Buy |
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|
2015
Q2 | $1.42M | Sell |
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|
2015
Q1 | $2.14M | Sell |
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|
2014
Q4 | $10.2K | Buy |
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|
2014
Q3 | $824K | Sell |
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|
2014
Q2 | $793K | Buy |
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|
2014
Q1 | $759K | Sell |
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|
2013
Q4 | $1.69M | Buy |
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|
2013
Q3 | $846K | Buy |
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|
2013
Q2 | $658K | Buy |
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