SC&H Financial 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
Q2 | $745K | Buy |
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|
2025
Q1 | $619K | Hold |
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|
2024
Q4 | $675K | Hold |
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|
2024
Q3 | $645K | Buy |
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|
2024
Q2 | $619K | Sell |
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|
2024
Q1 | $584K | Buy |
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|
2023
Q4 | $533K | Hold |
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|
2023
Q3 | $466K | Hold |
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|
2023
Q2 | $481K | Hold |
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|
2023
Q1 | $418K | Hold |
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|
2022
Q4 | $347K | Hold |
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|
2022
Q3 | $348K | Hold |
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|
2022
Q2 | $365K | Sell |
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|
2022
Q1 | $479K | Sell |
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|
2021
Q4 | $612K | Buy |
|