Choate Investment Advisors’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 | $13.4M | Buy |
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|
2025
Q1 | $10.9M | Sell |
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|
2024
Q4 | $12.3M | Buy |
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|
2024
Q3 | $11.8M | Sell |
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|
2024
Q2 | $11.6M | Sell |
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|
2024
Q1 | $10.8M | Buy |
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|
2023
Q4 | $3.7M | Sell |
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|
2023
Q3 | $7.08M | Buy |
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|
2023
Q2 | $3.21M | Hold |
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|
2023
Q1 | $2.79M | Buy |
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|
2022
Q4 | $2.27M | Sell |
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|
2022
Q3 | $2.29M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.2M | Sell |
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|
2021
Q4 | $3.63M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.26M | Buy |
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|
2021
Q1 | $2.7M | Buy |
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|
2020
Q4 | $2.65M | Buy |
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|
2020
Q3 | $2.34M | Buy |
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|
2020
Q2 | $1.88M | Sell |
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|
2020
Q1 | $1.46M | Buy |
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|
2019
Q4 | $337K | Sell |
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|
2019
Q3 | $315K | Hold |
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|
2019
Q2 | $311K | Hold |
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|
2019
Q1 | $300K | Hold |
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|
2018
Q4 | $257K | Sell |
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|
2018
Q3 | $378K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $341K | Buy |
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|
2017
Q4 | $301K | Hold |
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|
2017
Q3 | $281K | Sell |
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|
2017
Q2 | $279K | Hold |
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|
2017
Q1 | $269K | Sell |
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|
2016
Q4 | $245K | Sell |
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|
2016
Q3 | $258K | Hold |
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|
2016
Q2 | $234K | Sell |
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|
2016
Q1 | $255K | Buy |
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