Fiduciary Group’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 | $1.21M | Hold |
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|
2025
Q1 | $1.03M | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $1.07M | Sell |
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|
2024
Q2 | $1.07M | Hold |
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|
2024
Q1 | $990K | Buy |
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|
2023
Q4 | $732K | Buy |
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|
2023
Q3 | $508K | Hold |
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|
2023
Q2 | $524K | Hold |
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|
2023
Q1 | $455K | Sell |
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|
2022
Q4 | $387K | Sell |
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|
2022
Q3 | $416K | Buy |
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|
2022
Q2 | $461K | Buy |
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|
2022
Q1 | $405K | Sell |
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|
2021
Q4 | $592K | Sell |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $472K | Buy |
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|
2021
Q1 | $260K | Hold |
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|
2020
Q4 | $258K | Buy |
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|
2020
Q3 | $201K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $376K | Buy |
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