HCR Wealth 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
Q3 | $6.82M | Buy |
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|
2025
Q2 | $5.88M | Sell |
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|
2025
Q1 | $5.04M | Buy |
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|
2024
Q4 | $5.49M | Sell |
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|
2024
Q3 | $5.39M | Buy |
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|
2024
Q2 | $4.97M | Buy |
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|
2024
Q1 | $4.37M | Buy |
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|
2023
Q4 | $4.03M | Buy |
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|
2023
Q3 | $2.43M | Sell |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.68M | Hold |
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|
2022
Q4 | $2.22M | Hold |
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|
2022
Q3 | $2.23M | Sell |
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|
2022
Q2 | $2.43M | Hold |
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|
2022
Q1 | $3.14M | Buy |
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|
2021
Q4 | $3.44M | Hold |
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|
2021
Q3 | $3.1M | Hold |
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|
2021
Q2 | $3.07M | Buy |
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|
2021
Q1 | $2.76M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $2.54M | Buy |
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|
2017
Q4 | $2.47M | Buy |
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|
2017
Q3 | $2.3M | Buy |
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|
2017
Q2 | $2.15M | Buy |
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|
2017
Q1 | $2.04M | Sell |
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|
2016
Q4 | $1.88M | Buy |
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