Shira Ridge 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
Q3 | $439K | Hold |
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|
2025
Q2 | $403K | Hold |
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|
2025
Q1 | $343K | Hold |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $360K | Buy |
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|
2024
Q2 | $347K | Hold |
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|
2024
Q1 | $322K | Sell |
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|
2023
Q4 | $298K | Hold |
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|
2023
Q3 | $261K | Hold |
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|
2023
Q2 | $269K | Sell |
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|
2023
Q1 | $237K | Buy |
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