SFG 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 | – | Sell |
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|
2025
Q1 | $798K | Sell |
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|
2024
Q4 | $885K | Buy |
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|
2024
Q3 | $774K | Buy |
|
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|
2024
Q2 | $715K | Sell |
|
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|
2024
Q1 | $665K | Buy |
|
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|
2023
Q4 | $609K | Buy |
|
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|
2023
Q3 | $337K | Sell |
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|
2023
Q2 | $359K | Sell |
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|
2023
Q1 | $324K | Sell |
|
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|
2022
Q4 | $902K | Sell |
|
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|
2022
Q3 | $1.67M | Buy |
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|
2022
Q2 | $1.73M | Sell |
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|
2022
Q1 | $2.29M | Sell |
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|
2021
Q4 | $4.91M | Buy |
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