ML&R 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
2024
Q1
$881K Buy
2023
Q4
$403K Sell
2023
Q3
$358K Buy
2023
Q2
$359K Sell
2023
Q1
$477K Buy
2022
Q4
$265K Buy
2022
Q3
$264K Sell
2022
Q2
$347K Buy
2022
Q1
$357K Hold
2021
Q4
$392K Buy