Valley Wealth Managers’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 | $720K | Sell |
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|
2025
Q2 | $667K | Sell |
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|
2025
Q1 | $605K | Sell |
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|
2024
Q4 | $727K | Sell |
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|
2024
Q3 | $751K | Buy |
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|
2024
Q2 | $710K | Sell |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $602K | Sell |
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|
2023
Q3 | $576K | Buy |
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|
2023
Q2 | $170K | Sell |
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|
2023
Q1 | $150K | Hold |
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|
2022
Q4 | $124K | Hold |
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|
2022
Q3 | $125K | Hold |
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|
2022
Q2 | $131K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $2.01M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $251K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $50K | Buy |
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