Wealth Dimensions Group’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 | $1.23M | Buy |
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|
2025
Q1 | $1.01M | Sell |
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|
2024
Q4 | $1.15M | Buy |
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|
2024
Q3 | $828K | Buy |
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $737K | Sell |
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|
2023
Q4 | $723K | Buy |
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|
2023
Q3 | $600K | Sell |
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|
2023
Q2 | $683K | Buy |
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|
2023
Q1 | $515K | Buy |
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|
2022
Q4 | $294K | Sell |
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|
2022
Q3 | $299K | Buy |
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|
2022
Q2 | $299K | Buy |
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|
2022
Q1 | $387K | Hold |
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|
2021
Q4 | $425K | Sell |
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|
2021
Q3 | $387K | Buy |
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|
2021
Q2 | $358K | Sell |
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|
2021
Q1 | $333K | Buy |
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|
2020
Q4 | $293K | Buy |
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