Edge 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
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|
2023
Q1 | $211K | Sell |
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|
2022
Q4 | $916K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $258K | Buy |
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|
2020
Q1 | $154K | Buy |
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|
2019
Q4 | $79K | Buy |
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|
2019
Q3 | $66K | Buy |
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|
2019
Q2 | $26K | Sell |
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|
2019
Q1 | $105K | Sell |
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|
2018
Q4 | $97K | Buy |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $28K | Buy |
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|
2018
Q1 | $3K | Sell |
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|
2017
Q4 | $6K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $114K | Buy |
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|
2015
Q3 | $77K | Hold |
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|
2015
Q2 | $82K | Hold |
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|
2015
Q1 | $81K | Sell |
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|
2014
Q4 | $82K | Hold |
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|
2014
Q3 | $78K | Buy |
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|
2014
Q2 | $71K | Hold |
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|
2014
Q1 | $67K | Hold |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $60K | Hold |
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|
2013
Q2 | $54K | Buy |
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