Guardian Wealth Advisors (North Carolina)’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 | $4.99M | Buy |
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|
2025
Q1 | $3.9M | Buy |
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|
2024
Q4 | $4.11M | Buy |
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|
2024
Q3 | $3.53M | Sell |
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|
2024
Q2 | $3.59M | Sell |
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|
2024
Q1 | $3.35M | Buy |
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|
2023
Q4 | $1.33M | Buy |
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|
2023
Q3 | $841K | Buy |
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|
2023
Q2 | $856K | Sell |
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|
2023
Q1 | $771K | Buy |
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|
2022
Q4 | $465K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $309K | Buy |
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|
2022
Q1 | $234K | Buy |
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|
2021
Q4 | $215K | Buy |
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