WestHill 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
Q3 | $689K | Hold |
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|
2025
Q2 | $634K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $642K | Hold |
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|
2024
Q3 | $613K | Hold |
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|
2024
Q2 | $602K | Sell |
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|
2024
Q1 | $560K | Buy |
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|
2023
Q4 | $510K | Hold |
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|
2023
Q3 | $446K | Hold |
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|
2023
Q2 | $460K | Hold |
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|
2023
Q1 | $400K | Sell |
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|
2022
Q4 | $346K | Buy |
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|
2022
Q3 | $333K | Buy |
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|
2022
Q2 | $273K | Hold |
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|
2022
Q1 | $354K | Buy |
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