Taylor Wealth Management Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
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|
2017
Q4 | $482K | Hold |
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|
2017
Q3 | $450K | Hold |
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|
2017
Q2 | $426K | Hold |
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|
2017
Q1 | $409K | Sell |
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|
2016
Q4 | $2.38M | Sell |
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|
2016
Q3 | $2.39M | Hold |
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|
2016
Q2 | $2.17M | Hold |
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|
2016
Q1 | $2.2M | Buy |
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|
2015
Q4 | $2.19M | Sell |
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|
2015
Q3 | $2.02M | Hold |
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|
2015
Q2 | $2.12M | Buy |
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|
2015
Q1 | $405K | Buy |
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