Bell & Brown 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 | $267K | Hold |
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|
2025
Q1 | $227K | Sell |
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|
2024
Q4 | $264K | Buy |
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|
2024
Q3 | $234K | Hold |
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|
2024
Q2 | $229K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $293K | Buy |
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|
2023
Q2 | $356K | Buy |
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|
2023
Q1 | $209K | Sell |
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|
2022
Q4 | $223K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $312K | Buy |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $549K | Buy |
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|
2020
Q1 | $457K | Buy |
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|
2019
Q4 | $439K | Sell |
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|
2019
Q3 | $410K | Buy |
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|
2019
Q2 | $372K | Buy |
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|
2019
Q1 | $358K | Hold |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $338K | Hold |
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|
2018
Q2 | $342K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $232K | Buy |
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