Ridgecrest Wealth Partners’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 | $2.6M | Hold |
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|
2025
Q2 | $2.39M | Buy |
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|
2025
Q1 | $2M | Buy |
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|
2024
Q4 | $2.1M | Buy |
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|
2024
Q3 | $2M | Buy |
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|
2024
Q2 | $1.86M | Hold |
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|
2024
Q1 | $1.73M | Hold |
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|
2023
Q4 | $1.59M | Sell |
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|
2023
Q3 | $1.41M | Buy |
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|
2023
Q2 | $1.41M | Sell |
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|
2023
Q1 | $1.3M | Hold |
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|
2022
Q4 | $1.08M | Buy |
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|
2022
Q3 | $1.05M | Sell |
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|
2022
Q2 | $1.22M | Buy |
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|
2022
Q1 | $1.53M | Buy |
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|
2021
Q4 | $660K | Hold |
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|
2021
Q3 | $594K | Sell |
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|
2021
Q2 | $605K | Buy |
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