Wealthquest’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 | – | Sell |
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|
2025
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.17M | Hold |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $911K | Hold |
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|
2023
Q3 | $797K | Buy |
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|
2023
Q2 | $348K | Sell |
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|
2023
Q1 | $335K | Buy |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q3 | $238K | Hold |
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|
2022
Q2 | $250K | Buy |
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|
2022
Q1 | $333K | Hold |
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|
2021
Q4 | $333K | Sell |
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|
2021
Q3 | $302K | Hold |
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|
2021
Q2 | $299K | Hold |
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|
2021
Q1 | $269K | Buy |
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|
2020
Q4 | $262K | Hold |
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|
2020
Q3 | $232K | Hold |
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|
2020
Q2 | $207K | Buy |
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|
2019
Q4 | $1.26M | Buy |
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|
2019
Q3 | $1.1M | Buy |
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|
2019
Q2 | $1.07M | Hold |
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|
2019
Q1 | $1.03M | Buy |
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|
2018
Q4 | $845K | Buy |
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