JFS 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 | $4.93M | Buy |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $4.41M | Buy |
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|
2024
Q3 | $4.11M | Buy |
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|
2024
Q2 | $3.88M | Buy |
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|
2024
Q1 | $3.54M | Buy |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $2.79M | Sell |
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|
2023
Q2 | $2.91M | Buy |
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|
2023
Q1 | $2.51M | Buy |
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|
2022
Q4 | $2.05M | Sell |
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|
2022
Q3 | $2.16M | Buy |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.84M | Sell |
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|
2021
Q4 | $3.14M | Buy |
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|
2021
Q3 | $2.7M | Buy |
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|
2021
Q2 | $178K | Buy |
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|
2021
Q1 | $157K | Buy |
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|
2020
Q4 | $147K | Hold |
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|
2020
Q3 | $130K | Hold |
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|
2020
Q2 | $116K | Hold |
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|
2020
Q1 | $89K | Hold |
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|
2019
Q4 | $100K | Hold |
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|
2019
Q3 | $89K | Sell |
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|
2019
Q2 | $334K | Buy |
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|
2019
Q1 | $84K | Hold |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $87K | Hold |
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|
2018
Q2 | $81K | Hold |
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|
2018
Q1 | $75K | Hold |
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|
2017
Q4 | $73K | Hold |
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|
2017
Q3 | $68K | Buy |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $24K | Hold |
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|
2016
Q4 | $24K | Hold |
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|
2016
Q3 | $24K | Buy |
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