Schechter Investment 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
Q1 | $3.14M | Buy |
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|
2024
Q4 | $2.82M | Sell |
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|
2024
Q3 | $3.62M | Buy |
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|
2024
Q2 | $3.53M | Buy |
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|
2024
Q1 | $3.22M | Buy |
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|
2023
Q4 | $1.14M | Hold |
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|
2023
Q3 | $997K | Hold |
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|
2023
Q2 | $1.03M | Hold |
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|
2023
Q1 | $893K | Sell |
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|
2022
Q4 | $910K | Buy |
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|
2022
Q3 | $331K | Sell |
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|
2022
Q2 | $437K | Sell |
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|
2022
Q1 | $615K | Sell |
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|
2021
Q4 | $751K | Buy |
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