Mattern 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 | $16.8M | Buy |
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|
2025
Q1 | $13M | Sell |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $14.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.98M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $992K | Sell |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $994K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $1.88M | Buy |
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|
2021
Q3 | $1.66M | Buy |
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|
2021
Q2 | $1.57M | Buy |
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|
2021
Q1 | $1.15M | Sell |
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|
2020
Q4 | $1.98M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $444K | Buy |
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