Dougherty Wealth Advisers’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 | $5.8M | Sell |
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|
2025
Q2 | $10M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $6.83K | Hold |
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|
2024
Q2 | $6.71K | Hold |
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|
2024
Q1 | $6.22K | Sell |
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|
2023
Q4 | $180K | Sell |
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|
2023
Q3 | $159K | Hold |
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|
2023
Q2 | $164K | Sell |
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|
2023
Q1 | $142K | Hold |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $119K | Sell |
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|
2022
Q2 | $146K | Hold |
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|
2022
Q1 | $189K | Sell |
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|
2021
Q4 | $1.1M | Sell |
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|
2021
Q3 | $3.18M | Sell |
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|
2021
Q2 | $3.27M | Sell |
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|
2021
Q1 | $5.9M | Sell |
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|
2020
Q4 | $5.84M | Buy |
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|
2020
Q3 | $1.21M | Sell |
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|
2020
Q2 | $1.17M | Buy |
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|
2020
Q1 | $1K | Buy |
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