Elmwood 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 | $631K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $207K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $64K | Buy |
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|
2021
Q2 | $57K | Hold |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q3 | $33K | Hold |
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|
2020
Q2 | $33K | Sell |
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|
2020
Q1 | $58.1K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $70K | Sell |
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|
2019
Q2 | $79K | Hold |
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|
2019
Q1 | $76K | Sell |
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|
2018
Q4 | $68K | Buy |
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|
2018
Q3 | $65.6K | Hold |
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|
2018
Q2 | $60.6K | Sell |
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|
2018
Q1 | $58.1K | Buy |
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