Marks Group Wealth Management’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
Q2 | $888K | Sell |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2024
Q3 | $655K | Sell |
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|
2024
Q2 | $704K | Buy |
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|
2024
Q1 | $595K | Buy |
|
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|
2023
Q4 | $529K | Buy |
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|
2023
Q3 | $433K | Buy |
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|
2023
Q2 | $370K | Hold |
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|
2023
Q1 | $322K | Hold |
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|
2022
Q4 | $267K | Hold |
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|
2022
Q3 | $268K | Sell |
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|
2022
Q2 | $405K | Buy |
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|
2022
Q1 | $415K | Sell |
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|
2021
Q4 | $455K | Buy |
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|
2021
Q3 | $395K | Hold |
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|
2021
Q2 | $392K | Hold |
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|
2021
Q1 | $353K | Sell |
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|
2020
Q4 | $454K | Hold |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $358K | Hold |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $394K | Buy |
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