Wellspring Financial 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 | $2.35M | Buy |
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|
2025
Q1 | $2.15M | Hold |
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|
2024
Q4 | $2.22M | Buy |
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|
2024
Q3 | $2.18M | Sell |
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|
2024
Q2 | $2.25M | Buy |
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|
2024
Q1 | $2.12M | Sell |
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|
2023
Q4 | $2.09M | Sell |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.09M | Sell |
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|
2023
Q1 | $2.35M | Sell |
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|
2022
Q4 | $5.93M | Sell |
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|
2022
Q3 | $6.92M | Sell |
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|
2022
Q2 | $8.81M | Buy |
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|
2022
Q1 | $8.22M | Buy |
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|
2021
Q4 | $7.07M | Sell |
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|
2021
Q3 | $6.32M | Buy |
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|
2021
Q2 | $4.79M | Buy |
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|
2021
Q1 | $1.02M | Sell |
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|
2020
Q4 | $4.41M | Buy |
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|
2020
Q3 | $2.33M | Buy |
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|
2020
Q2 | $1.63M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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