Gitterman Wealth 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
Q2
$438K Hold
2025
Q1
$372K Hold
2024
Q4
$406K Sell
2024
Q3
$435K Sell
2024
Q2
$435K Buy
2024
Q1
$333K Buy
2023
Q4
$301K Hold
2023
Q3
$263K Sell
2023
Q2
$369K Hold
2023
Q1
$321K Sell
2022
Q4
$267K Sell
2022
Q3
$328K Hold
2022
Q2
$344K Hold
2022
Q1
$444K Sell
2021
Q4
$569K Buy
2021
Q3
$439K Hold
2021
Q2
$435K Sell
2021
Q1
$487K Buy