Wealthspan Partners’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 | $1.9M | Hold |
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|
2025
Q2 | $1.74M | Sell |
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|
2025
Q1 | $1.54M | Sell |
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|
2024
Q4 | $1.68M | Buy |
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|
2024
Q3 | $1.46M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.28M | Buy |
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|
2023
Q4 | $1.13M | Hold |
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|
2023
Q3 | $985K | Buy |
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|
2023
Q2 | $959K | Hold |
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|
2023
Q1 | $833K | Hold |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $712K | Sell |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $637K | Hold |
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|
2021
Q4 | $699K | Buy |
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