Heritage 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
Q2 | $882K | Sell |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $834K | Hold |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $579K | Hold |
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|
2023
Q3 | $507K | Hold |
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|
2023
Q2 | $522K | Sell |
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|
2023
Q1 | $459K | Buy |
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|
2022
Q4 | $377K | Hold |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $396K | Hold |
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|
2022
Q1 | $513K | Buy |
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|
2021
Q4 | $129K | Hold |
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|
2021
Q3 | $116K | Hold |
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|
2021
Q2 | $115K | Hold |
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|
2021
Q1 | $103K | Hold |
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|
2020
Q4 | $102K | Hold |
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|
2020
Q3 | $90K | Buy |
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|
2020
Q2 | $74K | Buy |
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|
2020
Q1 | $39.8K | Sell |
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|
2019
Q4 | $172K | Hold |
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|
2019
Q3 | $152K | Sell |
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|
2019
Q2 | $193K | Hold |
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|
2019
Q1 | $186K | Hold |
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|
2018
Q4 | $159K | Buy |
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