TFC Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $281K | Buy |
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|
2025
Q2 | $161K | Buy |
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|
2025
Q1 | $137K | Hold |
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|
2024
Q4 | $149K | Buy |
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|
2024
Q3 | $142K | Hold |
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|
2024
Q2 | $139K | Hold |
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|
2024
Q1 | $129K | Sell |
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|
2023
Q4 | $143K | Sell |
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|
2023
Q3 | $128K | Sell |
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|
2023
Q2 | $176K | Buy |
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|
2023
Q1 | $153K | Buy |
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|
2022
Q4 | $126K | Buy |
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|
2022
Q3 | $127K | Hold |
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|
2022
Q2 | $133K | Buy |
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|
2022
Q1 | $172K | Hold |
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|
2021
Q4 | $188K | Buy |
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|
2021
Q3 | $85K | Buy |
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|
2021
Q2 | $84K | Sell |
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|
2021
Q1 | $90K | Hold |
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|
2020
Q4 | $88K | Buy |
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|
2020
Q3 | $78K | Buy |
|