Blue Zone 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
Q3 | $26.9M | Buy |
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|
2025
Q2 | $24.4M | Buy |
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|
2025
Q1 | $20.5M | Buy |
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|
2024
Q4 | $21.1M | Sell |
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|
2024
Q3 | $20.2M | Buy |
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|
2024
Q2 | $18.7M | Sell |
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|
2024
Q1 | $17.8M | Sell |
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|
2023
Q4 | $16.8M | Sell |
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|
2023
Q3 | $15.2M | Sell |
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|
2023
Q2 | $16M | Sell |
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|
2023
Q1 | $14.8M | Sell |
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|
2022
Q4 | $16.9M | Sell |
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|
2022
Q3 | $17.3M | Sell |
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|
2022
Q2 | $21.4M | Sell |
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|
2022
Q1 | $27.9M | Sell |
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|
2021
Q4 | $35.3M | Buy |
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|
2021
Q3 | $31.5M | Buy |
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|
2021
Q2 | $30.9M | Sell |
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|
2021
Q1 | $28.3M | Sell |
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|
2020
Q4 | $28M | Buy |
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|
2020
Q3 | $24.3M | Sell |
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|
2020
Q2 | $23.2M | Buy |
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|
2020
Q1 | $11.4M | Buy |
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|
2019
Q4 | $9.03M | Buy |
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