Wescott Financial Advisory Group’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 | $81.5M | Buy |
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|
2025
Q1 | $68.9M | Sell |
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|
2024
Q4 | $75.1M | Buy |
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|
2024
Q3 | $70.4M | Buy |
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|
2024
Q2 | $67M | Buy |
|
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|
2024
Q1 | $62.1M | Sell |
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|
2023
Q4 | $60.7M | Buy |
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|
2023
Q3 | $46.3M | Sell |
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|
2023
Q2 | $49M | Sell |
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|
2023
Q1 | $42.8M | Buy |
|
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|
2022
Q4 | $34.4M | Sell |
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|
2022
Q3 | $34.6M | Buy |
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|
2022
Q2 | $35.8M | Buy |
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|
2022
Q1 | $44.4M | Sell |
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|
2021
Q4 | $49.8M | Buy |
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|
2021
Q3 | $44.5M | Sell |
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|
2021
Q2 | $45.7M | Sell |
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|
2021
Q1 | $40.8M | Sell |
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|
2020
Q4 | $43.1M | Buy |
|