Key Client Fiduciary 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 | $5.77M | Buy |
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|
2025
Q2 | $5.12M | Buy |
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|
2025
Q1 | $4.2M | Buy |
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|
2024
Q4 | $4.23M | Buy |
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|
2024
Q3 | $3.87M | Buy |
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|
2024
Q2 | $3.5M | Buy |
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|
2024
Q1 | $3.1M | Buy |
|
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|
2023
Q4 | $2.84M | Sell |
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|
2023
Q3 | $2.64M | Buy |
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|
2023
Q2 | $2.49M | Buy |
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|
2023
Q1 | $1.95M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $935K | Buy |
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|
2022
Q2 | $905K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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