Summit Financial 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
2024
Q1
$4.72M Buy
2023
Q4
$4.31M Buy
2023
Q3
$3.63M Sell
2023
Q2
$3.93M Sell
2023
Q1
$3.69M Hold
2022
Q4
$3.05M Sell
2022
Q3
$3.08M Buy
2022
Q2
$3.16M Buy
2022
Q1
$4.01M Sell
2021
Q4
$4.71M Buy
2021
Q3
$4.15M Buy
2021
Q2
$4.1M Sell
2021
Q1
$4.07M Sell
2020
Q4
$4.42M Sell
2020
Q3
$4.23M Sell
2020
Q2
$3.81M Buy
2020
Q1
$2.92M Buy
2019
Q4
$3.25M Sell
2019
Q3
$2.89M Sell
2019
Q2
$3.31M Hold
2019
Q1
$3.19M Sell
2018
Q4
$2.75M Hold
2018
Q3
$3.31M Hold
2018
Q2
$3.06M Buy