Source Financial Advisors’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
2024
Q3
$2.61M Sell
2024
Q2
$2.59M Sell
2024
Q1
$2.44M Sell
2023
Q4
$3.15M Sell
2023
Q3
$2.76M Sell
2023
Q2
$2.93M Buy
2023
Q1
$2.53M Sell
2022
Q4
$2.32M Sell
2022
Q3
$3.63M Sell
2022
Q2
$4.39M Sell
2022
Q1
$5.88M Sell
2021
Q4
$6.67M Sell
2021
Q3
$6.05M Sell
2021
Q2
$6.07M Buy
2021
Q1
$5.29M Sell
2020
Q4
$5.25M Buy