Client 1st Advisory Group’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 | $750K | Buy |
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|
2025
Q2 | $675K | Buy |
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|
2025
Q1 | $498K | Buy |
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|
2024
Q4 | $531K | Buy |
|
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|
2024
Q3 | $506K | Sell |
|
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|
2024
Q2 | $502K | Buy |
|
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|
2024
Q1 | $464K | Sell |
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|
2023
Q4 | $611K | Buy |
|
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|
2023
Q3 | $212K | Sell |
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|
2023
Q2 | $221K | Sell |
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|
2023
Q1 | $977K | Buy |
|