Geometric Wealth 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
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.18M | Buy |
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|
2024
Q4 | $1.19M | Hold |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $990K | Buy |
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|
2024
Q1 | $864K | Hold |
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|
2023
Q4 | $797K | Buy |
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|
2023
Q3 | $696K | Hold |
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|
2023
Q2 | $736K | Hold |
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|
2023
Q1 | $622K | Hold |
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|
2022
Q4 | $517K | Hold |
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|
2022
Q3 | $519K | Hold |
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|
2022
Q2 | $544K | Sell |
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|
2022
Q1 | $748K | Sell |
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|
2021
Q4 | $915K | Buy |
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