Paragon 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
Q3
$809K Sell
2025
Q2
$830K Buy
2025
Q1
$681K Sell
2024
Q4
$827K Buy
2024
Q3
$786K Sell
2024
Q2
$848K Sell
2024
Q1
$873K Buy
2023
Q4
$576K Buy
2023
Q3
$447K Sell
2023
Q2
$470K Buy
2023
Q1
$404K Buy
2022
Q4
$332K Buy
2022
Q3
$335K Sell
2022
Q2
$1.16M Buy
2022
Q1
$284K Hold
2021
Q4
$368K Buy