Geller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $13.1M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $10.1M | Buy |
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|
2023
Q4 | $8.48M | Buy |
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|
2023
Q3 | $5.32M | Buy |
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|
2023
Q2 | $2.64M | Sell |
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|
2023
Q1 | $4.03M | Buy |
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|
2022
Q4 | $1.51M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $475K | Buy |
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|
2021
Q3 | $227K | Hold |
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|
2021
Q2 | $225K | Hold |
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|
2021
Q1 | $202K | Sell |
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|
2020
Q4 | $449K | Hold |
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|
2020
Q3 | $398K | Hold |
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|
2020
Q2 | $355K | Hold |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $701K | Buy |
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|
2019
Q3 | $617K | Buy |
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|
2019
Q2 | $512K | Sell |
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|
2019
Q1 | $518K | Buy |
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|
2018
Q4 | $443K | Buy |
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|
2018
Q3 | $534K | Buy |
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|
2018
Q2 | $296K | Buy |
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|
2018
Q1 | $275K | Buy |
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|
2017
Q4 | $267K | Buy |
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|
2017
Q3 | $249K | Buy |
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|
2017
Q2 | $235K | Buy |
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|
2017
Q1 | $226K | Buy |
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|
2016
Q4 | $201K | Buy |
|