TriaGen Wealth 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
$332K Sell
2025
Q2
$526K Sell
2025
Q1
$634K Buy
2024
Q4
$283K Hold
2024
Q3
$270K Buy
2024
Q2
Sell
2024
Q1
$372K Buy
2023
Q4
$202K Buy
2023
Q2
Sell
2023
Q1
$254K Hold
2022
Q4
$211K Hold
2022
Q3
$212K Sell
2022
Q2
$232K Buy
2021
Q2
Sell
2021
Q1
$789K Sell
2020
Q4
$1.09M Buy