Family 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 | $7.08M | Buy |
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|
2025
Q1 | $1.78M | Sell |
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|
2024
Q4 | $1.96M | Sell |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $2.1M | Buy |
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|
2023
Q4 | $1.76M | Buy |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $1.24M | Buy |
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|
2023
Q1 | $1.03M | Sell |
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|
2022
Q4 | $1.9M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $249K | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $317K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $228K | Sell |
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|
2020
Q1 | $278K | Buy |
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