Bedel Financial Consulting’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 | $379K | Sell |
|
|||||
|
2025
Q1 | $342K | Buy |
|
|||||
|
2024
Q4 | $279K | Buy |
|
|||||
|
2024
Q3 | $256K | Buy |
|
|||||
|
2024
Q2 | $237K | Sell |
|
|||||
|
2024
Q1 | $226K | Sell |
|
|||||
|
2023
Q4 | $211K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $256K | Hold |
|
|||||
|
2023
Q1 | $222K | Sell |
|
|||||
|
2022
Q4 | $205K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $31K | Sell |
|
|||||
|
2021
Q4 | $78K | Buy |
|
|||||
|
2021
Q3 | $9K | Hold |
|
|||||
|
2021
Q2 | $9K | Hold |
|
|||||
|
2021
Q1 | $8K | Hold |
|
|||||
|
2020
Q4 | $8K | Hold |
|
|||||
|
2020
Q3 | $7K | Sell |
|
|||||
|
2020
Q2 | $7K | Buy |
|
|||||
|
2020
Q1 | $5K | Hold |
|
|||||
|
2019
Q4 | $5K | Hold |
|
|||||
|
2019
Q3 | $5K | Hold |
|
|||||
|
2019
Q2 | $5K | Hold |
|
|||||
|
2019
Q1 | $4K | Hold |
|
|||||
|
2018
Q4 | $4K | Sell |
|
|||||
|
2018
Q3 | $7K | Hold |
|
|||||
|
2018
Q2 | $7K | Sell |
|
|||||
|
2018
Q1 | $51K | Buy |
|