Regent Peak 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
Q3 | $1.85M | Buy |
|
|||||
|
2025
Q1 | $1.45M | Sell |
|
|||||
|
2024
Q4 | $1.6M | Hold |
|
|||||
|
2024
Q3 | $1.53M | Buy |
|
|||||
|
2024
Q2 | $1.3M | Sell |
|
|||||
|
2024
Q1 | $1.25M | Buy |
|
|||||
|
2023
Q4 | $1.1M | Sell |
|
|||||
|
2023
Q3 | $970K | Sell |
|
|||||
|
2023
Q2 | $5.23M | Sell |
|
|||||
|
2023
Q1 | $5.64M | Sell |
|
|||||
|
2022
Q4 | $5.02M | Sell |
|
|||||
|
2022
Q3 | $5.04M | Buy |
|
|||||
|
2022
Q2 | $5.13M | Buy |
|
|||||
|
2022
Q1 | $622K | Buy |
|
|||||
|
2021
Q4 | $396K | Buy |
|
|||||
|
2021
Q3 | $260K | Hold |
|
|||||
|
2021
Q2 | $265K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $36K | Buy |
|