Sullivan, Bruyette, Speros & Blaney’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $898K | Buy |
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|
2020
Q4 | $869K | Sell |
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|
2020
Q3 | $821K | Hold |
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|
2020
Q2 | $732K | Buy |
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|
2020
Q1 | $512K | Hold |
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|
2019
Q4 | $572K | Sell |
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|
2019
Q3 | $534K | Hold |
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|
2019
Q2 | $528K | Buy |
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|
2019
Q1 | $292K | Sell |
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|
2018
Q4 | $269K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $153K | Sell |
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|
2017
Q3 | $174K | Buy |
|