Signature Wealth Management Partners’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
$846K Hold
2025
Q2
$777K Buy
2025
Q1
$575K Buy
2024
Q4
$624K Hold
2024
Q3
$595K Buy
2024
Q2
$584K Buy
2024
Q1
$495K Buy
2023
Q4
$453K Buy
2023
Q3
$352K Hold
2023
Q2
$363K Sell
2023
Q1
$365K Buy
2022
Q1
Sell
2021
Q4
$202K Buy