Confluence Wealth Services’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 | $1.29M | Buy |
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|
2025
Q1 | $989K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $843K | Buy |
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|
2024
Q2 | $820K | Buy |
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|
2024
Q1 | $742K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $565K | Buy |
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|
2023
Q2 | $581K | Buy |
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|
2023
Q1 | $457K | Sell |
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|
2022
Q4 | $412K | Buy |
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|
2022
Q3 | $346K | Hold |
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|
2022
Q2 | $420K | Buy |
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|
2022
Q1 | $374K | Buy |
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|
2021
Q4 | $358K | Buy |
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