BigSur Wealth 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
Q3 | $1.55M | Buy |
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|
2025
Q2 | $1.4M | Hold |
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|
2025
Q1 | $1.19M | Sell |
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|
2024
Q4 | $1.86M | Sell |
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|
2024
Q3 | $4.42M | Buy |
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|
2024
Q2 | $737K | Buy |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $711K | Hold |
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|
2023
Q3 | $623K | Hold |
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|
2023
Q2 | $642K | Hold |
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|
2023
Q1 | $558K | Hold |
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|
2022
Q4 | $462K | Hold |
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|
2022
Q3 | $465K | Hold |
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|
2022
Q2 | $487K | Hold |
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|
2022
Q1 | $630K | Hold |
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|
2021
Q4 | $690K | Hold |
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|
2021
Q3 | $622K | Sell |
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|
2021
Q2 | $758K | Sell |
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|
2021
Q1 | $1.64M | Buy |
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|
2020
Q4 | $1.39M | Buy |
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|
2020
Q3 | $789K | Buy |
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|
2020
Q2 | $331K | Hold |
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|
2020
Q1 | $255K | Hold |
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|
2019
Q4 | $284K | Hold |
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|
2019
Q3 | $253K | Hold |
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|
2019
Q2 | $253K | Hold |
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|
2019
Q1 | $240K | Hold |
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|
2018
Q4 | $206K | Hold |
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|
2018
Q3 | $248K | Hold |
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|
2018
Q2 | $230K | Hold |
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|
2018
Q1 | $214K | Hold |
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|
2017
Q4 | $208K | Buy |
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