Birchcreek 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 | $1.9M | Buy |
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|
2025
Q2 | $1.73M | Buy |
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|
2025
Q1 | $1.23M | Sell |
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|
2024
Q4 | $1.42M | Buy |
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|
2024
Q3 | $1.34M | Sell |
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|
2024
Q2 | $1.87M | Sell |
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|
2024
Q1 | $1.89M | Sell |
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|
2023
Q4 | $1.87M | Sell |
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|
2023
Q3 | $1.73M | Sell |
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|
2023
Q2 | $1.91M | Sell |
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|
2023
Q1 | $2.21M | Buy |
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|
2022
Q4 | $1.38M | Buy |
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|
2022
Q3 | $1.28M | Buy |
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|
2022
Q2 | $1.28M | Buy |
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|
2022
Q1 | $490K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $78K | Buy |
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