Cape Ann Savings Bank’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
$551K Hold
2025
Q2
$506K Hold
2025
Q1
$430K Hold
2024
Q4
$469K Hold
2024
Q3
$448K Hold
2024
Q2
$440K Hold
2024
Q1
$408K Hold
2023
Q4
$383K Buy
2023
Q3
$321K Hold
2023
Q2
$331K Hold
2023
Q1
$288K Hold
2022
Q4
$239K Hold
2022
Q3
$239K Hold
2022
Q2
$251K Hold
2022
Q1
$325K Hold
2021
Q4
$356K Hold
2021
Q3
$321K Hold
2021
Q2
$318K Hold
2021
Q1
$286K Hold
2020
Q4
$281K Buy