Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.12M | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $1.03M | Buy |
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|
2024
Q1 | $65.7K | Buy |
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|
2023
Q4 | $58.6K | Hold |
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|
2023
Q3 | $51.2K | Hold |
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|
2023
Q2 | $52.8K | Hold |
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|
2023
Q1 | $45.9K | Hold |
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|
2022
Q4 | $38.1K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $57K | Buy |
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