TFO Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $364K | Hold |
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|
2025
Q2 | $334K | Hold |
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|
2025
Q1 | $284K | Sell |
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|
2024
Q4 | $892K | Hold |
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|
2024
Q3 | $852K | Hold |
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|
2024
Q2 | $836K | Sell |
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|
2024
Q1 | $916K | Hold |
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|
2023
Q4 | $845K | Sell |
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|
2023
Q3 | $911K | Buy |
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|
2023
Q2 | $762K | Hold |
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|
2023
Q1 | $662K | Buy |
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|
2022
Q4 | $103 | Sell |
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|
2022
Q3 | $611K | Hold |
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|
2022
Q2 | $641K | Buy |
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|
2022
Q1 | $363K | Buy |
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|
2021
Q4 | $74K | Buy |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $16K | Hold |
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|
2021
Q1 | $14K | Buy |
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