Gradient Capital 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 | $605K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $514K | Hold |
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|
2024
Q3 | $491K | Hold |
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|
2024
Q2 | $482K | Hold |
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|
2024
Q1 | $446K | Buy |
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|
2023
Q4 | $399K | Buy |
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|
2023
Q3 | $349K | Hold |
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|
2023
Q2 | $360K | Hold |
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|
2023
Q1 | $313K | Hold |
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|
2022
Q4 | $259K | Hold |
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|
2022
Q3 | $260K | Buy |
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|
2022
Q2 | $242K | Buy |
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|
2022
Q1 | $228K | Sell |
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|
2021
Q4 | $340K | Sell |
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|
2021
Q3 | $365K | Buy |
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|
2021
Q2 | $362K | Hold |
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|
2021
Q1 | $326K | Hold |
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|
2020
Q4 | $320K | Buy |
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|
2020
Q3 | $273K | Hold |
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|
2020
Q2 | $243K | Buy |
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