Betterment LLC’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 | $40.5M | Sell |
|
|||||
|
2025
Q1 | $39.4M | Buy |
|
|||||
|
2024
Q4 | $36.5M | Buy |
|
|||||
|
2024
Q3 | $22.7M | Buy |
|
|||||
|
2024
Q2 | $17.9M | Buy |
|
|||||
|
2024
Q1 | $15.2M | Buy |
|
|||||
|
2023
Q4 | $13.3M | Sell |
|
|||||
|
2023
Q3 | $12.1M | Buy |
|
|||||
|
2023
Q2 | $12.4M | Buy |
|
|||||
|
2023
Q1 | $10.5M | Buy |
|
|||||
|
2022
Q4 | $8.38M | Buy |
|
|||||
|
2022
Q3 | $7.45M | Hold |
|
|||||
|
2022
Q2 | $7.45M | Buy |
|
|||||
|
2022
Q1 | $9.16M | Sell |
|
|||||
|
2021
Q4 | $10.3M | Buy |
|
|||||
|
2021
Q3 | $8.27M | Buy |
|
|||||
|
2021
Q2 | $4.96M | Buy |
|
|||||
|
2021
Q1 | $453K | Buy |
|
|||||
|
2020
Q4 | $254K | Buy |
|