Polaris Wealth Advisory Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.31M | Sell |
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|
2023
Q1 | $8.68M | Buy |
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|
2022
Q4 | $395K | Sell |
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|
2022
Q3 | $446K | Sell |
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|
2022
Q2 | $704K | Buy |
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|
2022
Q1 | $639K | Sell |
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|
2021
Q4 | $1.09M | Sell |
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|
2021
Q3 | $10.1M | Buy |
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|
2021
Q2 | $9.53M | Buy |
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|
2021
Q1 | $690K | Sell |
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|
2020
Q4 | $8M | Buy |
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|
2020
Q3 | $716K | Sell |
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|
2020
Q2 | $4.48M | Sell |
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|
2020
Q1 | $4.5M | Buy |
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|
2019
Q4 | $3.3M | Buy |
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|
2019
Q3 | $389K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $3K | Hold |
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|
2018
Q1 | $3K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $267K | Sell |
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|
2017
Q2 | $607K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $14.3K | Buy |
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