Iams Wealth Management’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 | $14.8M | Sell |
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|
2025
Q2 | $14.1M | Sell |
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|
2025
Q1 | $12.2M | Buy |
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|
2024
Q4 | $12.9M | Buy |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q2 | $10.5M | Buy |
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|
2024
Q1 | $6.07M | Buy |
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|
2023
Q4 | $3.85M | Buy |
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|
2023
Q3 | $3.31M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $981K | Buy |
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|
2022
Q4 | $462K | Buy |
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