EverSource Wealth Advisors’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 | $14.5M | Buy |
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|
2025
Q1 | $4.01M | Sell |
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|
2024
Q4 | $4.76M | Buy |
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|
2024
Q3 | $3.88M | Sell |
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|
2024
Q2 | $3.84M | Sell |
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|
2024
Q1 | $3.58M | Buy |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $1.59M | Buy |
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|
2023
Q2 | $1.44M | Buy |
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|
2023
Q1 | $688K | Buy |
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|
2022
Q4 | $404K | Buy |
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|
2022
Q3 | $207K | Sell |
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|
2022
Q2 | $231K | Sell |
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|
2022
Q1 | $457K | Sell |
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|
2021
Q4 | $674K | Buy |
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