Beacon Financial Planning’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 | $23.2M | Sell |
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|
2025
Q2 | $21.6M | Sell |
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|
2025
Q1 | $19.5M | Sell |
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|
2024
Q4 | $21.2M | Sell |
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|
2024
Q3 | $20.6M | Sell |
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|
2024
Q2 | $20.5M | Sell |
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|
2024
Q1 | $19.4M | Buy |
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|
2023
Q4 | $17.5M | Hold |
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|
2023
Q3 | $15.3M | Buy |
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|
2023
Q2 | $15.7M | Buy |
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|
2023
Q1 | $13.6M | Buy |
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|
2022
Q4 | $10.9M | Buy |
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