Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $12.5M | Buy |
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|
2024
Q3 | $8.36M | Sell |
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|
2024
Q2 | $8.74M | Sell |
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|
2024
Q1 | $8.14M | Sell |
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|
2023
Q4 | $7.55M | Buy |
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|
2023
Q3 | $6.57M | Sell |
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|
2023
Q2 | $6.79M | Hold |
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|
2023
Q1 | $5.9M | Sell |
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|
2022
Q4 | $4.98M | Buy |
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|
2022
Q3 | $4.99M | Buy |
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|
2022
Q2 | $4.96M | Buy |
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|
2022
Q1 | $5.5M | Buy |
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|
2021
Q4 | $855K | Buy |
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|
2021
Q3 | $295K | Hold |
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|
2021
Q2 | $292K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $129K | Hold |
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|
2020
Q1 | $100K | Buy |
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