Financial 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
Q3 | $1.83M | Buy |
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|
2025
Q2 | $1.13M | Sell |
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|
2025
Q1 | $960K | Hold |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1M | Hold |
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|
2024
Q2 | $986K | Hold |
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|
2024
Q1 | $913K | Hold |
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|
2023
Q4 | $842K | Hold |
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|
2023
Q3 | $737K | Sell |
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|
2023
Q2 | $935K | Sell |
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|
2023
Q1 | $2.03M | Sell |
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|
2022
Q4 | $1.7M | Sell |
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|
2022
Q3 | $1.73M | Buy |
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|
2022
Q2 | $594K | Buy |
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|
2022
Q1 | $699K | Buy |
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|
2021
Q4 | $766K | Hold |
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|
2021
Q3 | $689K | Buy |
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|
2021
Q2 | $679K | Buy |
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|
2021
Q1 | $611K | Hold |
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|
2020
Q4 | $601K | Buy |
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|
2020
Q3 | $500K | Buy |
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