Marcum 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
Q1 | $9.22M | Buy |
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|
2024
Q4 | $10M | Buy |
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|
2024
Q3 | $9.25M | Buy |
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|
2024
Q2 | $8.94M | Buy |
|
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|
2024
Q1 | $553K | Sell |
|
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|
2023
Q4 | $517K | Buy |
|
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|
2023
Q3 | $350K | Sell |
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|
2023
Q2 | $398K | Buy |
|
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|
2023
Q1 | $308K | Sell |
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|
2022
Q4 | $419K | Sell |
|
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|
2022
Q3 | $2.06M | Sell |
|
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|
2022
Q2 | $2.28M | Buy |
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|
2022
Q1 | $1.07M | Buy |
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|
2021
Q4 | $1.17M | Buy |
|
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $1.02M | Buy |
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|
2021
Q1 | $905K | Buy |
|