Rise 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 | $484K | Sell |
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|
2025
Q2 | $553K | Sell |
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|
2025
Q1 | $476K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.04M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $935K | Sell |
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|
2023
Q4 | $871K | Buy |
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|
2023
Q3 | $752K | Buy |
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|
2023
Q2 | $765K | Sell |
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|
2023
Q1 | $691K | Buy |
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|
2022
Q4 | $563K | Buy |
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|
2022
Q3 | $471K | Buy |
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|
2022
Q2 | $222K | Sell |
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|
2022
Q1 | $314K | Sell |
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|
2021
Q4 | $423K | Buy |
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