Pinnacle Wealth Planning Services’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 | $2.34M | Sell |
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|
2025
Q1 | $2.22M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $883K | Buy |
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|
2024
Q2 | $551K | Hold |
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|
2024
Q1 | $511K | Hold |
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|
2023
Q4 | $471K | Hold |
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|
2023
Q3 | $412K | Hold |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $473K | Hold |
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|
2022
Q4 | $393K | Hold |
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|
2022
Q3 | $394K | Hold |
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|
2022
Q2 | $413K | Sell |
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|
2022
Q1 | $9.4M | Buy |
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|
2021
Q4 | $447K | Hold |
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|
2021
Q3 | $402K | Buy |
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|
2021
Q2 | $396K | Hold |
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|
2021
Q1 | $357K | Hold |
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|
2020
Q4 | $351K | Hold |
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|
2020
Q3 | $311K | Hold |
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|
2020
Q2 | $277K | Sell |
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|
2020
Q1 | $1.6M | Buy |
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|
2019
Q4 | $237K | Hold |
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|
2019
Q3 | $211K | Hold |
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|
2019
Q2 | $209K | Hold |
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|
2019
Q1 | $201K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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