Ritter Daniher Financial Advisory’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
Q2 | $80.5K | Hold |
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|
2025
Q1 | $68.4K | Hold |
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|
2024
Q4 | $74.6K | Hold |
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|
2024
Q3 | $71.2K | Buy |
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|
2024
Q2 | $39.8K | Sell |
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|
2024
Q1 | $48K | Hold |
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|
2023
Q4 | $44.2K | Sell |
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|
2023
Q3 | $117K | Hold |
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|
2023
Q2 | $121K | Sell |
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|
2023
Q1 | $113K | Hold |
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|
2022
Q4 | $94.1K | Hold |
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|
2022
Q3 | $94K | Hold |
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|
2022
Q2 | $99K | Buy |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $100K | Sell |
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|
2021
Q3 | $153K | Buy |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $80K | Hold |
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|
2020
Q4 | $79K | Buy |
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