Level Financial 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 | $638K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $148K | Sell |
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|
2023
Q3 | $137K | Hold |
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|
2023
Q2 | $141K | Sell |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $120K | Sell |
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|
2022
Q3 | $148K | Hold |
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|
2022
Q2 | $155K | Sell |
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|
2022
Q1 | $611K | Hold |
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|
2021
Q4 | $670K | Buy |
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