Roger Wittlin Investment 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
Q3 | $7.42M | Sell |
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|
2025
Q2 | $7.29M | Buy |
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|
2025
Q1 | $6.19M | Sell |
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|
2024
Q4 | $6.98M | Buy |
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|
2024
Q3 | $6.57M | Buy |
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|
2024
Q2 | $6.37M | Buy |
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|
2024
Q1 | $4.65M | Sell |
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|
2023
Q4 | $4.35M | Buy |
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|
2023
Q3 | $3.69M | Buy |
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|
2023
Q2 | $3.44M | Buy |
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|
2023
Q1 | $2.04M | Sell |
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|
2022
Q4 | $1.72M | Buy |
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|
2022
Q3 | $31K | Sell |
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|
2022
Q2 | $2.39M | Sell |
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|
2022
Q1 | $6.09M | Buy |
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|
2021
Q4 | $5.44M | Buy |
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