Castle 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
Q3
$4.39M Sell
2025
Q2
$4.09M Sell
2025
Q1
$3.5M Sell
2024
Q4
$3.88M Sell
2024
Q3
$4.03M Sell
2024
Q2
$4M Sell
2024
Q1
$3.71M Sell
2023
Q4
$3.56M Sell
2023
Q3
$3.29M Sell
2023
Q2
$3.5M Sell
2023
Q1
$3.21M Sell
2022
Q4
$2.83M Sell
2022
Q3
$3.37M Sell
2022
Q2
$3.85M Buy