Sound View Wealth Advisors Group’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 | $16.6M | Sell |
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|
2025
Q1 | $14.2M | Sell |
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|
2024
Q4 | $15.8M | Buy |
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|
2024
Q3 | $15M | Buy |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $10.9M | Sell |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.32M | Buy |
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|
2023
Q2 | $8.1M | Buy |
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|
2023
Q1 | $6.69M | Sell |
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|
2022
Q4 | $11.3M | Buy |
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|
2022
Q3 | $3.87M | Buy |
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|
2022
Q2 | $4M | Buy |
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|
2022
Q1 | $4.6M | Sell |
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|
2021
Q4 | $5.07M | Sell |
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|
2021
Q3 | $4.58M | Buy |
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|
2021
Q2 | $4.45M | Sell |
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|
2021
Q1 | $4.64M | Sell |
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|
2020
Q4 | $5.48M | Buy |
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|
2020
Q3 | $4.65M | Sell |
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|
2020
Q2 | $4.17M | Buy |
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|
2020
Q1 | $1.37M | Buy |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.04M | Buy |
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|
2019
Q2 | $829K | Buy |
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