Schneider Downs Wealth Management 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 | $879K | Buy |
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|
2025
Q1 | $662K | Buy |
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|
2024
Q4 | $611K | Buy |
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|
2024
Q3 | $551K | Hold |
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|
2024
Q2 | $540K | Buy |
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|
2024
Q1 | $488K | Sell |
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|
2023
Q4 | $462K | Sell |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $464K | Hold |
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|
2023
Q1 | $403K | Sell |
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|
2022
Q4 | $337K | Buy |
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|
2022
Q3 | $260K | Hold |
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|
2022
Q2 | $272K | Buy |
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|
2022
Q1 | $341K | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q3 | $1.2M | Buy |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $292K | Hold |
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|
2020
Q4 | $287K | Hold |
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|
2020
Q3 | $254K | Hold |
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|
2020
Q2 | $227K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $207K | Buy |
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