Curated 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 | $1.1M | Sell |
|
|||||
|
2025
Q2 | $1.03M | Sell |
|
|||||
|
2025
Q1 | $1.32M | Sell |
|
|||||
|
2024
Q4 | $1.52M | Hold |
|
|||||
|
2024
Q3 | $1.46M | Sell |
|
|||||
|
2024
Q2 | $1.44M | Buy |
|
|||||
|
2024
Q1 | – | Sell |
|
|||||
|
2023
Q4 | $549K | Hold |
|
|||||
|
2023
Q3 | $480K | Sell |
|
|||||
|
2023
Q2 | $517K | Hold |
|
|||||
|
2023
Q1 | $449K | Sell |
|
|||||
|
2022
Q4 | $775K | Hold |
|
|||||
|
2022
Q3 | $778K | Sell |
|
|||||
|
2022
Q2 | $824K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.16M | Hold |
|
|||||
|
2021
Q3 | $1.04M | Hold |
|
|||||
|
2021
Q2 | $1.03M | Sell |
|
|||||
|
2021
Q1 | $1.09M | Sell |
|
|||||
|
2020
Q4 | $1.24M | Buy |
|