Baker Tilly 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
Q3 | $8.06M | Sell |
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|
2025
Q2 | $7.45M | Buy |
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|
2025
Q1 | $6.18M | Buy |
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|
2024
Q4 | $6.63M | Buy |
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|
2024
Q3 | $6.21M | Sell |
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|
2024
Q2 | $6.42M | Buy |
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|
2024
Q1 | $2.98M | Buy |
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|
2023
Q4 | $2.27M | Buy |
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|
2023
Q3 | $1.92M | Buy |
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|
2023
Q2 | $1.82M | Sell |
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|
2023
Q1 | $1.67M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $982K | Sell |
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|
2022
Q2 | $1.46M | Buy |
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|
2022
Q1 | $1.84M | Hold |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $582K | Buy |
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|
2021
Q2 | $564K | Sell |
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|
2021
Q1 | $1.71M | Buy |
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|
2020
Q4 | $477K | Buy |
|