Godshalk Welsh Capital 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 | $709K | Sell |
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|
2025
Q1 | $614K | Hold |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $652K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $615K | Sell |
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|
2023
Q4 | $588K | Sell |
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|
2023
Q3 | $527K | Hold |
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|
2023
Q2 | $544K | Sell |
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|
2023
Q1 | $521K | Sell |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $447K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $606K | Sell |
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|
2021
Q4 | $676K | Hold |
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|
2021
Q3 | $609K | Hold |
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|
2021
Q2 | $619K | Hold |
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|
2021
Q1 | $543K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $472K | Hold |
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|
2020
Q2 | $421K | Hold |
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|
2020
Q1 | $324K | Hold |
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|
2019
Q4 | $361K | Sell |
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|
2019
Q3 | $340K | Hold |
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|
2019
Q2 | $336K | Hold |
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|
2019
Q1 | $323K | Hold |
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|
2018
Q4 | $278K | Hold |
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|
2018
Q3 | $334K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $288K | Hold |
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|
2017
Q4 | $280K | Hold |
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|
2017
Q3 | $262K | Hold |
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|
2017
Q2 | $248K | Hold |
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|
2017
Q1 | $238K | Hold |
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|
2016
Q4 | $213K | Hold |
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|
2016
Q3 | $214K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $201K | Sell |
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|
2015
Q3 | $209K | Sell |
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|
2015
Q2 | $246K | Hold |
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|
2015
Q1 | $243K | Hold |
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|
2014
Q4 | $237K | Buy |
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