Baron Silver Stevens 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
Q3 | $540K | Hold |
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|
2025
Q2 | $496K | Sell |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $604K | Buy |
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|
2024
Q3 | $450K | Sell |
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|
2024
Q2 | $493K | Buy |
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|
2024
Q1 | $410K | Hold |
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|
2023
Q4 | $378K | Sell |
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|
2023
Q3 | $626K | Hold |
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|
2023
Q2 | $646K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $385K | Hold |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $265K | Hold |
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|
2020
Q4 | $260K | Buy |
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