Schrum Private Wealth Management’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 | $594K | Sell |
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|
2025
Q1 | $552K | Hold |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $1.03M | Buy |
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|
2024
Q2 | $549K | Buy |
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|
2024
Q1 | $476K | Buy |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $384K | Hold |
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|
2023
Q2 | $395K | Buy |
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|
2023
Q1 | $325K | Sell |
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|
2022
Q4 | $292K | Hold |
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|
2022
Q3 | $292K | Buy |
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|
2022
Q2 | $284K | Sell |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $418K | Buy |
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