Monograph Wealth Advisors’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 | $431K | Hold |
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|
2025
Q1 | $366K | Hold |
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|
2024
Q4 | $399K | Sell |
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|
2024
Q3 | $448K | Hold |
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|
2024
Q2 | $440K | Hold |
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|
2024
Q1 | $407K | Buy |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $598K | Buy |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $294K | Sell |
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|
2022
Q4 | $314K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | $211K | Hold |
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|
2022
Q1 | $273K | Sell |
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|
2021
Q4 | $382K | Buy |
|