Wealthspire Advisors (Maryland)’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
2020
Q3
$1.95M Buy
2020
Q2
$1.16M Sell
2020
Q1
$995K Sell
2019
Q4
$1.12M Buy
2019
Q3
$975K Sell
2019
Q2
$975K Hold
2019
Q1
$938K Sell
2018
Q4
$836K Buy
2018
Q3
$638K Sell
2018
Q2
$808K Sell
2018
Q1
$783K Buy
2017
Q4
$750K Hold
2017
Q3
$700K Buy
2017
Q2
$659K Buy
2017
Q1
$620K Sell
2016
Q4
$608K Sell
2016
Q3
$665K Buy
2016
Q2
$586K Sell
2016
Q1
$606K Buy
2015
Q4
$534K Buy