Wellesley Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $8.16M | Sell |
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|
2020
Q2 | $7.65M | Sell |
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|
2020
Q1 | $6.12M | Sell |
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|
2019
Q4 | $8.83M | Buy |
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|
2019
Q3 | $7.75M | Sell |
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|
2019
Q2 | $7.71M | Buy |
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|
2019
Q1 | $7.39M | Sell |
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|
2018
Q4 | $6.36M | Buy |
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|
2018
Q3 | $7.64M | Sell |
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|
2018
Q2 | $7.06M | Buy |
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|
2018
Q1 | $6.51M | Sell |
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|
2017
Q4 | $6.38M | Sell |
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|
2017
Q3 | $6M | Sell |
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|
2017
Q2 | $5.68M | Sell |
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|
2017
Q1 | $5.54M | Sell |
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|
2016
Q4 | $5.03M | Sell |
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|
2016
Q3 | $5.17M | Sell |
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|
2016
Q2 | $4.75M | Sell |
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|
2016
Q1 | $4.96M | Buy |
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|
2015
Q4 | $4.99M | Buy |
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