Heritage Wealth Management (Arizona)’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
2024
Q2
$283K Sell
2024
Q1
$325K Buy
2022
Q4
$794K Buy
2022
Q3
$392K Buy
2022
Q2
$401K Buy
2022
Q1
$437K Buy
2021
Q3
$394K Sell
2021
Q2
$391K Buy