Beaumont 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 | $2.32M | Sell |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.77M | Sell |
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|
2024
Q4 | $2.19M | Sell |
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|
2024
Q3 | $2.17M | Buy |
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|
2024
Q2 | $2.08M | Buy |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $2.08M | Buy |
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|
2023
Q3 | $1.7M | Sell |
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|
2023
Q2 | $1.96M | Sell |
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|
2023
Q1 | $1.96M | Sell |
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|
2022
Q4 | $1.9M | Sell |
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|
2022
Q3 | $2.13M | Sell |
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|
2022
Q2 | $2.23M | Buy |
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|
2022
Q1 | $2.81M | Hold |
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|
2021
Q4 | $3.09M | Buy |
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|
2021
Q3 | $2.77M | Sell |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.65M | Sell |
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|
2020
Q4 | $2.81M | Buy |
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|
2020
Q3 | $2.46M | Sell |
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|
2020
Q2 | $2.19M | Sell |
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|
2020
Q1 | $1.93M | Hold |
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|
2019
Q4 | $2.15M | Hold |
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|
2019
Q3 | $1.91M | Buy |
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