Wealthstream Advisors’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
$554K Sell
2025
Q1
$472K Hold
2024
Q4
$515K Sell
2024
Q3
$587K Sell
2024
Q2
$577K Sell
2024
Q1
$536K Buy
2023
Q4
$450K Sell
2023
Q3
$529K Hold
2023
Q2
$546K Sell
2023
Q1
$523K Hold
2022
Q4
$434K Sell
2022
Q3
$531K Hold
2022
Q2
$557K Hold
2022
Q1
$720K Sell
2021
Q4
$798K Buy