Synergy 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $914K | Sell |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $863K | Sell |
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|
2024
Q3 | $839K | Buy |
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|
2024
Q2 | $751K | Sell |
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|
2024
Q1 | $698K | Buy |
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|
2023
Q4 | $643K | Sell |
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|
2023
Q3 | $1.08M | Buy |
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|
2023
Q2 | $1.11M | Buy |
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|
2023
Q1 | $548K | Buy |
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|
2022
Q4 | $450K | Sell |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $1.04M | Buy |
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|
2022
Q1 | $222K | Buy |
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|
2021
Q4 | $243K | Buy |
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