GoalVest Advisory’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 | $820K | Buy |
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|
2025
Q2 | $591K | Buy |
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|
2025
Q1 | $487K | Buy |
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|
2024
Q4 | $176K | Sell |
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|
2024
Q3 | $193K | Sell |
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|
2024
Q2 | $233K | Buy |
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|
2024
Q1 | $145K | Buy |
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|
2023
Q4 | $41.4K | Hold |
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|
2023
Q3 | $36.2K | Hold |
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|
2023
Q2 | $37.3K | Sell |
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|
2023
Q1 | $64.8K | Buy |
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|
2022
Q4 | $45K | Buy |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $22K | Sell |
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|
2022
Q1 | $57K | Buy |
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|
2021
Q2 | $5K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $0 | Buy |
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