Lucia Wealth Services’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
2020
Q3
$95K Sell
2020
Q2
$118K Buy
2020
Q1
$80K Buy
2019
Q4
$80K Buy
2019
Q3
$63K Sell
2019
Q2
$288K Sell
2019
Q1
$657K Sell
2018
Q4
$575K Buy
2018
Q3
$62K Sell
2018
Q2
$59K Buy
2018
Q1
$20K Buy