Plante Moran Financial 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
Q3 | $2.39M | Buy |
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|
2025
Q2 | $2.18M | Sell |
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|
2025
Q1 | $1.89M | Buy |
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|
2024
Q4 | $1.96M | Buy |
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|
2024
Q3 | $1.38M | Buy |
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|
2024
Q2 | $1.35M | Buy |
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|
2024
Q1 | $980K | Sell |
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|
2023
Q4 | $1.07M | Buy |
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|
2023
Q3 | $791K | Hold |
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|
2023
Q2 | $815K | Sell |
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|
2023
Q1 | $736K | Buy |
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|
2022
Q4 | $593K | Buy |
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|
2022
Q3 | $566K | Buy |
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|
2022
Q2 | $511K | Sell |
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|
2022
Q1 | $715K | Buy |
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|
2021
Q4 | $695K | Buy |
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|
2021
Q3 | $115K | Sell |
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|
2021
Q2 | $319K | Buy |
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|
2021
Q1 | $65K | Sell |
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|
2020
Q4 | $232K | Buy |
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|
2020
Q3 | $122K | Hold |
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|
2020
Q2 | $109K | Hold |
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|
2020
Q1 | $84K | Hold |
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|
2019
Q4 | $94K | Sell |
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|
2019
Q3 | $87K | Buy |
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|
2019
Q2 | $82K | Sell |
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|
2019
Q1 | $84K | Sell |
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|
2018
Q4 | $91K | Sell |
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|
2018
Q3 | $123K | Hold |
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|
2018
Q2 | $113K | Hold |
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|
2018
Q1 | $106K | Buy |
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|
2017
Q4 | $99K | Hold |
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|
2017
Q3 | $92K | Buy |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $26K | Sell |
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|
2016
Q4 | $49K | Sell |
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|
2016
Q3 | $54K | Sell |
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|
2016
Q2 | $86K | Buy |
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|
2016
Q1 | $87K | Hold |
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|
2015
Q4 | $90K | Buy |
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|
2015
Q3 | $81K | Buy |
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|
2015
Q2 | $85K | Sell |
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|
2015
Q1 | $91K | Hold |
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|
2014
Q4 | $89K | Buy |
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|
2014
Q3 | $85K | Buy |
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|
2014
Q2 | $74K | Buy |
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|
2014
Q1 | $69K | Sell |
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|
2013
Q4 | $93K | Buy |
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|
2013
Q3 | $61K | Buy |
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|
2013
Q2 | $55K | Buy |
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