Triad Financial Advisors’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
2023
Q3
$230K Hold
2023
Q2
$237K Hold
2023
Q1
$206K Buy
2022
Q4
Sell
2022
Q3
$224K Sell
2022
Q2
$378K Buy
2022
Q1
$346K Buy
2021
Q4
$324K Buy