SIA
Schechter Investment Advisors’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.14M | Buy |
6,689
+1,170
| +21% | +$549K | 0.26% | 82 |
|
|
2024
Q4 | $2.82M | Sell |
5,519
-1,899
| -26% | -$971K | 0.22% | 96 |
|
|
2024
Q3 | $3.62M | Buy |
7,418
+41
| +0.6% | +$20K | 0.27% | 70 |
|
|
2024
Q2 | $3.53M | Buy |
7,377
+117
| +2% | +$56.1K | 0.27% | 66 |
|
|
2024
Q1 | $3.22M | Buy |
7,260
+4,478
| +161% | +$1.99M | 0.24% | 73 |
|
|
2023
Q4 | $1.14M | Hold |
2,782
| – | – | 0.1% | 206 |
|
|
2023
Q3 | $997K | Hold |
2,782
| – | – | 0.1% | 222 |
|
|
2023
Q2 | $1.03M | Hold |
2,782
| – | – | 0.09% | 238 |
|
|
2023
Q1 | $893K | Sell |
2,782
-635
| -19% | -$204K | 0.08% | 281 |
|
|
2022
Q4 | $910K | Buy |
3,417
+2,180
| +176% | +$580K | 0.08% | 321 |
|
|
2022
Q3 | $331K | Sell |
1,237
-322
| -21% | -$86.2K | 0.03% | 660 |
|
|
2022
Q2 | $437K | Sell |
1,559
-136
| -8% | -$38.1K | 0.04% | 570 |
|
|
2022
Q1 | $615K | Sell |
1,695
-194
| -10% | -$70.4K | 0.06% | 467 |
|
|
2021
Q4 | $751K | Buy |
+1,889
| New | +$751K | 0.07% | 389 |
|