Oakwell Private 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 | $5.51M | Buy |
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|
2025
Q1 | $4.5M | Sell |
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|
2024
Q4 | $5.04M | Sell |
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|
2024
Q3 | $4.91M | Buy |
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|
2024
Q2 | $4.78M | Hold |
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|
2024
Q1 | $4.43M | Sell |
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|
2023
Q4 | $4.12M | Sell |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.7M | Sell |
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|
2023
Q1 | $3.31M | Sell |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $2.97M | Buy |
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|
2022
Q2 | $3.01M | Sell |
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|
2022
Q1 | $4.15M | Sell |
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|
2021
Q4 | $4.63M | Sell |
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|
2021
Q3 | $4.28M | Buy |
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|
2021
Q2 | $4.04M | Sell |
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|
2021
Q1 | $7.64M | Buy |
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|
2020
Q4 | $7.34M | Buy |
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