Bourgeon Capital 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 | $247K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $24.2K | Hold |
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|
2023
Q3 | $21.1K | Hold |
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|
2023
Q2 | $21.8K | Hold |
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|
2023
Q1 | $18.9K | Sell |
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|
2022
Q4 | $149K | Hold |
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|
2022
Q3 | $149K | Buy |
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|
2022
Q2 | $17K | Hold |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $23K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $19K | Hold |
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|
2020
Q3 | $16K | Sell |
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|
2020
Q2 | $37K | Hold |
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|
2020
Q1 | $29K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $28K | Buy |
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