Cooper/Haims 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
Q3
$554K Sell
2025
Q2
$521K Buy
2025
Q1
$431K Sell
2024
Q4
$565K Sell
2024
Q3
$649K Buy
2024
Q2
$609K Buy
2024
Q1
$534K Sell
2023
Q4
$587K Buy
2023
Q3
$510K Buy
2023
Q2
$356K Sell
2023
Q1
$323K Buy
2022
Q4
$267K Buy
2022
Q2
Sell
2022
Q1
$249K Sell
2021
Q4
$279K Sell
2021
Q3
$447K Buy
2021
Q2
$443K Hold
2021
Q1
$399K Buy
2020
Q4
$387K Buy