Forum Financial 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
Q3 | $3.02M | Buy |
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|
2025
Q2 | $2.74M | Buy |
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|
2025
Q1 | $2.25M | Sell |
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|
2024
Q4 | $2.73M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.99M | Buy |
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|
2024
Q1 | $1.62M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.8M | Buy |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $869K | Sell |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $764K | Buy |
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|
2022
Q2 | $695K | Buy |
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