Sharkey, Howes & Javer’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
Q3 | $760K | Sell |
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|
2025
Q2 | $745K | Sell |
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|
2025
Q1 | $700K | Sell |
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|
2024
Q4 | $1.13M | Buy |
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|
2024
Q3 | $853K | Buy |
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|
2024
Q2 | $813K | Hold |
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|
2024
Q1 | $753K | Hold |
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|
2023
Q4 | $695K | Sell |
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|
2023
Q3 | $638K | Hold |
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|
2023
Q2 | $658K | Buy |
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|
2023
Q1 | $472K | Hold |
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|
2022
Q4 | $391K | Buy |
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|
2022
Q3 | $361K | Buy |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $583K | Hold |
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|
2021
Q4 | $639K | Hold |
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|
2021
Q3 | $575K | Hold |
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|
2021
Q2 | $570K | Hold |
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|
2021
Q1 | $513K | Sell |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | $398K | Hold |
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|
2020
Q1 | $306K | Hold |
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|
2019
Q4 | $342K | Hold |
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|
2019
Q3 | $303K | Hold |
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|
2019
Q2 | $300K | Sell |
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|
2019
Q1 | $323K | Buy |
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|
2018
Q4 | $240K | Hold |
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|
2018
Q3 | $289K | Buy |
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|
2018
Q2 | $191K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $110K | Buy |
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