IBEX 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 | $7.19M | Buy |
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|
2025
Q1 | $6.05M | Buy |
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|
2024
Q4 | $6.32M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $615K | Sell |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $776K | Hold |
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|
2022
Q1 | $1M | Sell |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $2.99M | Buy |
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|
2021
Q2 | $2.77M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.61M | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1.14M | Buy |
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|
2017
Q2 | $940K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $663K | Buy |
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