Beam Wealth 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 | $5.89M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $5.56M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $3.64M | Buy |
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|
2023
Q4 | $2.41M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.63M | Sell |
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|
2023
Q1 | $1.48M | Buy |
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|
2022
Q4 | $1.21M | Buy |
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|
2022
Q3 | $1.04M | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $1.04M | Sell |
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|
2021
Q4 | $2.02M | Sell |
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|
2021
Q3 | $4.13M | Buy |
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|
2021
Q2 | $3.74M | Sell |
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|
2021
Q1 | $3.71M | Sell |
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|
2020
Q4 | $3.75M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $3.28M | Buy |
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|
2020
Q1 | $2.18M | Sell |
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|
2019
Q4 | $2.73M | Buy |
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