Beaird Harris 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 | $55.7K | Sell |
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|
2025
Q2 | $106K | Buy |
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|
2025
Q1 | $70.3K | Sell |
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|
2024
Q4 | $355K | Sell |
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|
2024
Q3 | $390K | Sell |
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|
2024
Q2 | $412K | Buy |
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|
2024
Q1 | $332K | Hold |
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|
2023
Q4 | $306K | Buy |
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|
2023
Q3 | $242K | Hold |
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|
2023
Q2 | $249K | Hold |
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|
2023
Q1 | $216K | Sell |
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|
2022
Q4 | $437K | Buy |
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|
2022
Q3 | $181K | Buy |
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|
2022
Q2 | $147K | Buy |
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|
2022
Q1 | $69K | Buy |
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|
2021
Q4 | $4K | Buy |
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