Essex Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $245K | Sell |
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|
2023
Q4 | $286K | Hold |
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|
2023
Q3 | $250K | Hold |
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|
2023
Q2 | $258K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $263K | Hold |
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|
2022
Q3 | $264K | Hold |
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|
2022
Q2 | $277K | Buy |
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|
2022
Q1 | $202K | Sell |
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|
2021
Q4 | $360K | Sell |
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|
2021
Q3 | $335K | Sell |
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|
2021
Q2 | $348K | Buy |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $291K | Buy |
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