SkyOak Wealth’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 | $5.63M | Buy |
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|
2025
Q1 | $4.51M | Sell |
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|
2024
Q4 | $5M | Buy |
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|
2024
Q3 | $4.44M | Sell |
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|
2024
Q2 | $4.45M | Buy |
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|
2024
Q1 | $4.07M | Buy |
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|
2023
Q4 | $3.64M | Buy |
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|
2023
Q3 | $3.09M | Sell |
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|
2023
Q2 | $3.32M | Sell |
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|
2023
Q1 | $2.99M | Sell |
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|
2022
Q4 | $2.53M | Sell |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $2.86M | Sell |
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|
2022
Q1 | $3.81M | Buy |
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|
2021
Q4 | $575K | Buy |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $202K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $444K | Buy |
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