CarsonAllaria Wealth 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
$40.5K Hold
2025
Q1
$34.4K Hold
2024
Q4
$37.5K Sell
2024
Q3
$38.6K Sell
2024
Q2
$62.7K Buy
2024
Q1
$46.1K Buy
2023
Q4
$32.6K Hold
2023
Q3
$28.5K Hold
2023
Q2
$29.4K Hold
2023
Q1
$25.5K Sell
2022
Q4
$86K Buy
2022
Q3
$21K Buy
2022
Q2
$22K Sell
2022
Q1
$29K Buy
2021
Q4
$29K Buy