Surience Private 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
$7.9M Sell
2025
Q2
$11.7M Buy
2025
Q1
Sell
2024
Q4
$8.71M Sell
2024
Q3
$12.5M Buy
2024
Q2
$5.29M Buy
2024
Q1
Sell
2023
Q4
$12M Buy
2023
Q3
Sell
2023
Q2
$413K Sell
2023
Q1
$6.53M Sell
2022
Q4
$8.14M Buy
2022
Q3
$205K Sell
2022
Q2
$16.1M Buy
2022
Q1
$15.1M Buy