Beese Fulmer Investment 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
Q2 | $514K | Hold |
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|
2025
Q1 | $437K | Hold |
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|
2024
Q4 | $476K | Sell |
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|
2024
Q3 | $485K | Buy |
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|
2024
Q2 | $446K | Hold |
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|
2024
Q1 | $413K | Sell |
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|
2023
Q4 | $430K | Hold |
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|
2023
Q3 | $377K | Sell |
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|
2023
Q2 | $405K | Buy |
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|
2023
Q1 | $337K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $207K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $233K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $116K | Buy |
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