KWB Wealth’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 | $453K | Hold |
|
|||||
|
2025
Q2 | $385K | Hold |
|
|||||
|
2025
Q1 | $420K | Buy |
|
|||||
|
2024
Q4 | $333K | Sell |
|
|||||
|
2024
Q3 | $333K | Hold |
|
|||||
|
2024
Q2 | $309K | Hold |
|
|||||
|
2024
Q1 | $309K | Sell |
|
|||||
|
2023
Q4 | $339K | Buy |
|
|||||
|
2023
Q3 | $283K | Hold |
|
|||||
|
2023
Q2 | $283K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $286K | Hold |
|
|||||
|
2021
Q4 | $286K | Hold |
|
|||||
|
2021
Q3 | $257K | Buy |
|