Kellett 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
Q3 | $8.79M | Buy |
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|
2025
Q2 | $7.95M | Sell |
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|
2025
Q1 | $7.04M | Buy |
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|
2024
Q4 | $7.01M | Buy |
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|
2024
Q3 | $6.6M | Sell |
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|
2024
Q2 | $6.5M | Sell |
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|
2024
Q1 | $6.33M | Sell |
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|
2023
Q4 | $6.51M | Buy |
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|
2023
Q3 | $5.69M | Sell |
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|
2023
Q2 | $7.21M | Buy |
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|
2023
Q1 | $6.02M | Sell |
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|
2022
Q4 | $5.19M | Buy |
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|
2022
Q3 | $5.39M | Buy |
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|
2022
Q2 | $5.39M | Sell |
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|
2022
Q1 | $8.24M | Sell |
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|
2021
Q4 | $21.8M | Buy |
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