Center for Financial Planning’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 | $861K | Buy |
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|
2025
Q1 | $711K | Buy |
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|
2024
Q4 | $603K | Buy |
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|
2024
Q3 | $489K | Hold |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $460K | Hold |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $288K | Buy |
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|
2023
Q1 | $229K | Hold |
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|
2022
Q4 | $190K | Sell |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $219K | Buy |
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|
2022
Q1 | $220K | Sell |
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|
2021
Q4 | $246K | Sell |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $233K | Hold |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $252K | Hold |
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|
2020
Q3 | $223K | Hold |
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|
2020
Q2 | $199K | Sell |
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|
2020
Q1 | $162K | Buy |
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|
2019
Q4 | $179K | Buy |
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