Octavia 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 | $6.39M | Sell |
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|
2025
Q1 | $5.52M | Sell |
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|
2024
Q4 | $6.14M | Sell |
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|
2024
Q3 | $5.87M | Buy |
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|
2024
Q2 | $5.73M | Buy |
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|
2024
Q1 | $4.98M | Sell |
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|
2023
Q4 | $4.63M | Sell |
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|
2023
Q3 | $4.43M | Sell |
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|
2023
Q2 | $4.67M | Sell |
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|
2023
Q1 | $4.08M | Sell |
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|
2022
Q4 | $3.6M | Sell |
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|
2022
Q3 | $14.1M | Sell |
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|
2022
Q2 | $18.4M | Buy |
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|
2022
Q1 | $23.6M | Buy |
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|
2021
Q4 | $24.7M | Buy |
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|
2021
Q3 | $20.7M | Sell |
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|
2021
Q2 | $21.9M | Buy |
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|
2021
Q1 | $17.1M | Buy |
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|
2020
Q4 | $14.7M | Buy |
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