Global Financial Private Client’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
$1.62M Sell
2025
Q1
$1.41M Sell
2024
Q4
$1.55M Buy
2024
Q3
$1.48M Sell
2024
Q2
$1.54M Sell
2024
Q1
$1.44M Buy
2023
Q4
$1.33M Buy
2023
Q3
$1.17M Sell
2023
Q2
$1.32M Buy
2023
Q1
$1.13M Buy
2022
Q4
$933K Buy
2022
Q3
$944K Hold
2022
Q2
$974K Sell
2022
Q1
$1.35M Buy
2021
Q4
$1.41M Buy
2021
Q3
$1.24M Buy
2021
Q2
$1.14M Sell
2021
Q1
$1.31M Buy
2020
Q4
$1.25M Buy
2020
Q3
$1.05M Sell
2020
Q2
$964K Buy
2020
Q1
$555K Buy
2019
Q4
$612K Buy