Waterfront Wealth’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 | $894K | Buy |
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|
2025
Q1 | $730K | Buy |
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|
2024
Q4 | $742K | Sell |
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|
2024
Q3 | $791K | Buy |
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|
2024
Q2 | $392K | Hold |
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|
2024
Q1 | $349K | Sell |
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|
2023
Q4 | $344K | Buy |
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|
2023
Q3 | $291K | Sell |
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|
2023
Q2 | $313K | Sell |
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|
2023
Q1 | $326K | Buy |
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|
2022
Q4 | $262K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $238K | Hold |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $283K | Hold |
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|
2021
Q2 | $280K | Sell |
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|
2021
Q1 | $274K | Buy |
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|
2020
Q4 | $240K | Buy |
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