West Branch Capital’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
Q3 | $154K | Hold |
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|
2025
Q2 | $142K | Sell |
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|
2025
Q1 | $121K | Hold |
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|
2024
Q4 | $132K | Sell |
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|
2024
Q3 | $130K | Hold |
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|
2024
Q2 | $128K | Hold |
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|
2024
Q1 | $119K | Hold |
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|
2023
Q4 | $109K | Buy |
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|
2023
Q3 | $33K | Hold |
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|
2023
Q2 | $34K | Hold |
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|
2023
Q1 | $29.5K | Hold |
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|
2022
Q4 | $24.5K | Sell |
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|
2022
Q3 | $86K | Buy |
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|
2022
Q2 | $41K | Hold |
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|
2022
Q1 | $53K | Buy |
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|
2021
Q4 | $39K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $35K | Buy |
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