MorganRosel 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
Q3 | $9.14M | Buy |
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|
2025
Q2 | $7.48M | Sell |
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|
2025
Q1 | $8.12M | Buy |
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|
2024
Q4 | $8M | Buy |
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|
2024
Q3 | $244K | Hold |
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|
2024
Q2 | $240K | Hold |
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|
2024
Q1 | $222K | Hold |
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|
2023
Q4 | $205K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $4.34M | Sell |
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|
2021
Q4 | $6.48M | Buy |
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|
2021
Q3 | $5.42M | Sell |
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|
2021
Q2 | $5.39M | Buy |
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|
2021
Q1 | $4.64M | Sell |
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|
2020
Q4 | $4.95M | Sell |
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|
2020
Q3 | $4.54M | Buy |
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|
2020
Q2 | $3.96M | Buy |
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|
2020
Q1 | $1.69M | Sell |
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|
2019
Q4 | $5.18M | Sell |
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|
2019
Q3 | $4.64M | Sell |
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|
2019
Q2 | $4.71M | Sell |
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|
2019
Q1 | $4.53M | Sell |
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|
2018
Q4 | $3.94M | Buy |
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