NewEdge Wealth’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 | $15.6M | Buy |
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|
2025
Q2 | $12.3M | Buy |
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|
2025
Q1 | $8.48M | Buy |
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|
2024
Q4 | $8.92M | Buy |
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|
2024
Q3 | $6.56M | Buy |
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|
2024
Q2 | $5.79M | Sell |
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|
2024
Q1 | $5.64M | Buy |
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|
2023
Q4 | $3.67M | Buy |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $536K | Buy |
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|
2023
Q1 | $424K | Sell |
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|
2022
Q4 | $377K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $1.6M | Sell |
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|
2021
Q4 | $2.89M | Buy |
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|
2021
Q3 | $1.5M | Buy |
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|
2021
Q2 | $314K | Sell |
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|
2021
Q1 | $326K | Buy |
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