Concord Wealth Partners’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 | $1.85M | Sell |
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|
2025
Q2 | $1.84M | Buy |
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|
2025
Q1 | $1.09M | Buy |
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|
2024
Q4 | $902K | Sell |
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|
2024
Q3 | $877K | Buy |
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|
2024
Q2 | $741K | Sell |
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|
2024
Q1 | $799K | Sell |
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|
2023
Q4 | $784K | Sell |
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|
2023
Q3 | $718K | Sell |
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|
2023
Q2 | $905K | Buy |
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|
2023
Q1 | $678K | Buy |
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|
2022
Q4 | $441K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $503K | Buy |
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|
2022
Q1 | $602K | Buy |
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|
2021
Q4 | $645K | Buy |
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|
2021
Q3 | $139K | Sell |
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|
2021
Q2 | $292K | Sell |
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|
2021
Q1 | $306K | Sell |
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|
2020
Q4 | $382K | Buy |
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