Summit Wealth & Retirement Planning’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 | $539K | Sell |
|
|||||
|
2025
Q2 | $631K | Hold |
|
|||||
|
2025
Q1 | $536K | Hold |
|
|||||
|
2024
Q4 | $585K | Hold |
|
|||||
|
2024
Q3 | $558K | Buy |
|
|||||
|
2024
Q2 | $524K | Hold |
|
|||||
|
2024
Q1 | $486K | Buy |
|
|||||
|
2023
Q4 | $248K | Buy |
|
|||||
|
2023
Q3 | $215K | Hold |
|
|||||
|
2023
Q2 | $221K | Sell |
|
|||||
|
2023
Q1 | $313K | Buy |
|
|||||
|
2022
Q4 | $239K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $203K | Buy |
|
|||||
|
2019
Q3 | – | Sell |
|
|||||
|
2019
Q2 | $288K | Buy |
|
|||||
|
2019
Q1 | $277K | Buy |
|