Dopkins Wealth Management’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
$3.22M Hold
2025
Q2
$2.96M Sell
2025
Q1
$2.51M Hold
2024
Q4
$2.74M Buy
2024
Q3
$2.54M Sell
2024
Q2
$2.57M Buy
2024
Q1
$2.38M Buy
2023
Q4
$1.8M Sell
2023
Q3
$1.7M Buy
2023
Q2
$508K Hold
2023
Q1
$441K Hold
2022
Q4
$366K Hold
2022
Q3
$367K Hold
2022
Q2
$385K Hold
2022
Q1
$498K Hold
2021
Q4
$547K Buy