Trinity 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
2025
Q3
$548K Buy
2025
Q2
$465K Sell
2025
Q1
$401K Buy
2024
Q4
$386K Sell
2024
Q3
$411K Buy
2024
Q2
$345K Buy
2023
Q4
Sell
2023
Q3
$248K Buy
2022
Q2
Sell
2022
Q1
$253K Sell
2021
Q4
$3.48M Buy
2021
Q3
$1.74M Buy