SVA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $1.21M | Hold |
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|
2020
Q3 | $1.07M | Buy |
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|
2020
Q2 | $752K | Buy |
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|
2020
Q1 | $441K | Hold |
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|
2019
Q4 | $492K | Buy |
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|
2019
Q3 | $377K | Sell |
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|
2019
Q2 | $381K | Hold |
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|
2019
Q1 | $366K | Sell |
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|
2018
Q4 | $319K | Sell |
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|
2018
Q3 | $1.18M | Buy |
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|
2018
Q2 | $363K | Buy |
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|
2018
Q1 | $293K | Hold |
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|
2017
Q4 | $313K | Hold |
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|
2017
Q3 | $293K | Buy |
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|
2017
Q2 | $271K | Sell |
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|
2017
Q1 | $270K | Hold |
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|
2016
Q4 | $241K | Sell |
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|
2016
Q3 | $261K | Hold |
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|
2016
Q2 | $236K | Sell |
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|
2016
Q1 | $243K | Buy |
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|
2015
Q4 | $209K | Buy |
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