Levy Wealth Management Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $5.3M | Sell |
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|
2024
Q1 | $4.6M | Hold |
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|
2023
Q4 | $4.6M | Buy |
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|
2023
Q3 | $3.93M | Buy |
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|
2023
Q2 | $3.98M | Buy |
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|
2023
Q1 | $3.44M | Sell |
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|
2022
Q4 | $3.03M | Sell |
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|
2022
Q3 | $5.74M | Sell |
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|
2022
Q2 | $16.8M | Buy |
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|
2022
Q1 | $21.2M | Sell |
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|
2021
Q4 | $27.6M | Buy |
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|
2021
Q3 | $24.7M | Buy |
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|
2021
Q2 | $23.8M | Buy |
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|
2021
Q1 | $20.7M | Buy |
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|
2020
Q4 | $18.3M | Buy |
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