Independent Family Office’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 | $573K | Sell |
|
|||||
|
2025
Q1 | $673K | Hold |
|
|||||
|
2024
Q4 | $734K | Sell |
|
|||||
|
2024
Q3 | $1.24M | Buy |
|
|||||
|
2024
Q2 | $1.17M | Sell |
|
|||||
|
2024
Q1 | $1.15M | Buy |
|
|||||
|
2023
Q4 | $997K | Hold |
|
|||||
|
2023
Q3 | $872K | Buy |
|
|||||
|
2023
Q2 | $752K | Hold |
|
|||||
|
2023
Q1 | $653K | Hold |
|
|||||
|
2022
Q4 | $542K | Hold |
|
|||||
|
2022
Q3 | $544K | Hold |
|
|||||
|
2022
Q2 | $570 | Hold |
|
|||||
|
2022
Q1 | $738K | Sell |
|
|||||
|
2021
Q4 | $915K | Buy |
|
|||||
|
2021
Q3 | $680K | Hold |
|
|||||
|
2021
Q2 | $673K | Sell |
|
|||||
|
2021
Q1 | $606K | Buy |
|
|||||
|
2020
Q4 | $596K | Hold |
|
|||||
|
2020
Q3 | $528K | Hold |
|
|||||
|
2020
Q2 | $432K | Hold |
|
|||||
|
2020
Q1 | $362K | Hold |
|
|||||
|
2019
Q4 | $404K | Buy |
|