Transform Wealth’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
Q1 | $1.65M | Buy |
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|
2024
Q4 | $1.61M | Buy |
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|
2024
Q3 | $1.17M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $208K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Sell |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $339K | Sell |
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|
2021
Q2 | $1.5M | Buy |
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|
2021
Q1 | $1.31M | Sell |
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|
2020
Q4 | $4.33M | Sell |
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|
2020
Q3 | $4.96M | Buy |
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|
2020
Q2 | $3.13M | Buy |
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|
2020
Q1 | $2.25M | Buy |
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