Valmark Advisers’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
Q2 | $6.03M | Buy |
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|
2025
Q1 | $5.13M | Sell |
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|
2024
Q4 | $5.71M | Buy |
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|
2024
Q3 | $5.31M | Buy |
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|
2024
Q2 | $4.95M | Buy |
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|
2024
Q1 | $4.47M | Buy |
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|
2023
Q4 | $3.96M | Buy |
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|
2023
Q3 | $3.37M | Sell |
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|
2023
Q2 | $3.5M | Sell |
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|
2023
Q1 | $3.13M | Sell |
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|
2022
Q4 | $2.72M | Sell |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.4M | Sell |
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|
2022
Q1 | $5.47M | Sell |
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|
2021
Q4 | $8.45M | Buy |
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|
2021
Q3 | $7.25M | Buy |
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|
2021
Q2 | $4.55M | Buy |
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|
2021
Q1 | $3.73M | Buy |
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|
2020
Q4 | $3.54M | Sell |
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|
2020
Q3 | $6.18M | Buy |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.3M | Sell |
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|
2019
Q4 | $1.48M | Buy |
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|
2019
Q3 | $1.28M | Buy |
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|
2019
Q2 | $1.23M | Sell |
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|
2019
Q1 | $1.24M | Sell |
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|
2018
Q4 | $1.09M | Sell |
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|
2018
Q3 | $1.35M | Buy |
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.16M | Sell |
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|
2017
Q4 | $1.45M | Buy |
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