J.W. Coons 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 | $420K | Hold |
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|
2025
Q1 | $357K | Hold |
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|
2024
Q4 | $389K | Hold |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $312K | Hold |
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|
2023
Q3 | $273K | Hold |
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|
2023
Q2 | $281K | Hold |
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|
2023
Q1 | $244K | Hold |
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|
2022
Q4 | $203K | Hold |
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|
2022
Q3 | $203K | Hold |
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|
2022
Q2 | $214K | Hold |
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|
2022
Q1 | $276K | Buy |
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