Broadview 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Buy |
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|
2025
Q1 | $207K | Hold |
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|
2024
Q4 | $226K | Sell |
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|
2024
Q3 | $264K | Sell |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $272K | Hold |
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|
2023
Q4 | $251K | Buy |
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|
2023
Q3 | $219K | Buy |
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|
2023
Q2 | $225K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $219K | Hold |
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|
2021
Q4 | $241K | Buy |
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|
2021
Q3 | $216K | Hold |
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|
2021
Q2 | $214K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $257K | Buy |
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|
2020
Q3 | $227K | Buy |
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|
2020
Q2 | $202K | Buy |
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