Key Financial Inc’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 | $1.34M | Buy |
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|
2025
Q2 | $1.12M | Sell |
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|
2025
Q1 | $953K | Buy |
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|
2024
Q4 | $904K | Buy |
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|
2024
Q3 | $786K | Sell |
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|
2024
Q2 | $783K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $718K | Sell |
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|
2023
Q3 | $679K | Sell |
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|
2023
Q2 | $735K | Sell |
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|
2023
Q1 | $680K | Sell |
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|
2022
Q4 | $569K | Hold |
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|
2022
Q3 | $569K | Buy |
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|
2022
Q2 | $601K | Buy |
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|
2022
Q1 | $624K | Buy |
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|
2021
Q4 | $650K | Hold |
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|
2021
Q3 | $585K | Buy |
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|
2021
Q2 | $531K | Buy |
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|
2021
Q1 | $430K | Sell |
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|
2020
Q4 | $444K | Buy |
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|
2020
Q3 | $329K | Sell |
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|
2020
Q2 | $341K | Buy |
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|
2020
Q1 | $262K | Sell |
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|
2019
Q4 | $293K | Buy |
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