Safeguard Investment Advisory Group’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 | $48.8M | Sell |
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|
2025
Q2 | $49.2M | Sell |
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|
2025
Q1 | $42.1M | Buy |
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|
2024
Q4 | $45.7M | Buy |
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|
2024
Q3 | $42.9M | Buy |
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|
2024
Q2 | $42M | Buy |
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|
2024
Q1 | $37.2M | Buy |
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|
2023
Q4 | $33.7M | Sell |
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|
2023
Q3 | $30.3M | Sell |
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|
2023
Q2 | $31.4M | Sell |
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|
2023
Q1 | $29.1M | Buy |
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|
2022
Q4 | $24M | Buy |
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|
2022
Q3 | $23.2M | Buy |
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|
2022
Q2 | $28.1M | Hold |
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|
2022
Q1 | $28.1M | Buy |
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|
2021
Q4 | $29.9M | Buy |
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|
2021
Q3 | $25.7M | Buy |
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|
2021
Q2 | $23M | Buy |
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|
2021
Q1 | $19.8M | Buy |
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|
2020
Q4 | $16M | Buy |
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