Evermay 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
Q2 | $290K | Buy |
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|
2025
Q1 | $178K | Buy |
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|
2024
Q4 | $193K | Sell |
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|
2024
Q3 | $195K | Sell |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $183K | Buy |
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|
2023
Q4 | $166K | Hold |
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|
2023
Q3 | $145K | Buy |
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|
2023
Q2 | $105K | Hold |
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|
2023
Q1 | $91.2K | Buy |
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|
2022
Q4 | $65K | Hold |
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|
2022
Q3 | $65K | Buy |
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|
2022
Q2 | $59K | Sell |
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|
2022
Q1 | $135K | Sell |
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|
2021
Q4 | $239K | Sell |
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|
2021
Q3 | $234K | Hold |
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|
2021
Q2 | $231K | Hold |
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|
2021
Q1 | $208K | Hold |
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|
2020
Q4 | $205K | Buy |
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