Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.01M | Sell |
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|
2024
Q3 | $2.89M | Sell |
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|
2024
Q2 | $3.06M | Sell |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.81M | Buy |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $3M | Sell |
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|
2023
Q1 | $2.94M | Sell |
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|
2022
Q4 | $2.44M | Sell |
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|
2022
Q3 | $2.7M | Buy |
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|
2022
Q2 | $2.58M | Buy |
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|
2022
Q1 | $3.04M | Buy |
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|
2021
Q4 | $3.29M | Sell |
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|
2021
Q3 | $2.99M | Sell |
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|
2021
Q2 | $3.07M | Sell |
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|
2021
Q1 | $3.41K | Sell |
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|
2020
Q4 | $3.63M | Sell |
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|
2020
Q3 | $3.35M | Sell |
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|
2020
Q2 | $11.2M | Buy |
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|
2020
Q1 | $8.29M | Buy |
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|
2019
Q4 | $1.74M | Buy |
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