Smith Salley 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 | $3.61M | Buy |
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|
2025
Q2 | $2.5M | Buy |
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|
2025
Q1 | $1.53M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.39M | Buy |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $789K | Buy |
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|
2023
Q4 | $479K | Sell |
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|
2023
Q3 | $429K | Buy |
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|
2023
Q2 | $434K | Sell |
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|
2023
Q1 | $405K | Sell |
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|
2022
Q4 | $371K | Sell |
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|
2022
Q3 | $399K | Hold |
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|
2022
Q2 | $418K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $216K | Buy |
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