Bell Investment 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 | $735K | Sell |
|
|||||
|
2025
Q1 | $627K | Sell |
|
|||||
|
2024
Q4 | $695K | Buy |
|
|||||
|
2024
Q3 | $664K | Hold |
|
|||||
|
2024
Q2 | $651K | Hold |
|
|||||
|
2024
Q1 | $603K | Buy |
|
|||||
|
2023
Q4 | $556K | Buy |
|
|||||
|
2023
Q3 | $486K | Hold |
|
|||||
|
2023
Q2 | $501K | Sell |
|
|||||
|
2023
Q1 | $497K | Sell |
|
|||||
|
2022
Q4 | $477K | Sell |
|
|||||
|
2022
Q3 | $480K | Sell |
|
|||||
|
2022
Q2 | $728K | Buy |
|
|||||
|
2021
Q4 | $918K | Sell |
|
|||||
|
2021
Q3 | $1.08M | Buy |
|