Root Financial 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 | $4.46M | Buy |
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|
2025
Q2 | $3.69M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $4.33M | Buy |
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|
2024
Q3 | $3.56M | Buy |
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|
2024
Q2 | $3.43M | Buy |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.05M | Buy |
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|
2023
Q3 | $1.53M | Sell |
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|
2023
Q2 | $1.87M | Sell |
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|
2023
Q1 | $1.86M | Buy |
|