Barnes Pettey Financial 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 | $832K | Hold |
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|
2025
Q1 | $708K | Sell |
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|
2024
Q4 | $773K | Buy |
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|
2024
Q3 | $587K | Buy |
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|
2024
Q2 | $574K | Sell |
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|
2024
Q1 | $539K | Sell |
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|
2023
Q4 | $762K | Buy |
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|
2023
Q3 | $624K | Hold |
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|
2023
Q2 | $644K | Buy |
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|
2023
Q1 | $307K | Buy |
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $378K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Buy |
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|
2021
Q4 | $220K | Buy |
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