Stone Summit 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
Q3 | $807K | Buy |
|
|||||
|
2025
Q2 | $726K | Sell |
|
|||||
|
2025
Q1 | $619K | Hold |
|
|||||
|
2024
Q4 | $674K | Sell |
|
|||||
|
2024
Q3 | $780K | Buy |
|
|||||
|
2024
Q2 | $646K | Buy |
|
|||||
|
2024
Q1 | $596K | Sell |
|
|||||
|
2023
Q4 | $551K | Sell |
|
|||||
|
2023
Q3 | $497K | Buy |
|
|||||
|
2023
Q2 | $474K | Buy |
|
|||||
|
2023
Q1 | $291K | Buy |
|
|||||
|
2022
Q4 | $235K | Sell |
|
|||||
|
2022
Q3 | $340K | Hold |
|
|||||
|
2022
Q2 | $357K | Buy |
|