TrueWealth 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 | $9.32M | Sell |
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|
2025
Q2 | $11.4M | Buy |
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|
2025
Q1 | $9.63M | Buy |
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|
2024
Q4 | $10.2M | Buy |
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|
2024
Q3 | $9.07M | Buy |
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|
2024
Q2 | $8.47M | Buy |
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|
2024
Q1 | $7.6M | Sell |
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|
2023
Q4 | $7.63M | Buy |
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|
2023
Q3 | $6.36M | Sell |
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|
2023
Q2 | $7.07M | Buy |
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|
2023
Q1 | $4.47M | Sell |
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|
2022
Q4 | $6.22M | Sell |
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|
2022
Q3 | $6.37M | Buy |
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|
2022
Q2 | $3.46M | Buy |
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|
2022
Q1 | $4.38M | Hold |
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|
2021
Q4 | $4.38M | Sell |
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|
2021
Q3 | $4.09M | Buy |
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|
2021
Q2 | $2.48M | Buy |
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|
2021
Q1 | $2.35M | Sell |
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|
2020
Q4 | $4.25M | Buy |
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