WFA of San Diego’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 | $402K | Buy |
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|
2024
Q3 | $406K | Sell |
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|
2024
Q2 | $402K | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $357K | Sell |
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|
2023
Q1 | $350K | Sell |
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|
2022
Q4 | $302K | Sell |
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|
2022
Q3 | $312K | Buy |
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|
2022
Q2 | $322K | Buy |
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|
2022
Q1 | $404K | Buy |
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|
2021
Q4 | $408K | Sell |
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|
2021
Q3 | $378K | Buy |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $332K | Buy |
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|
2020
Q4 | $313 | Buy |
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|
2020
Q3 | $270K | Sell |
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|
2020
Q2 | $894K | Buy |
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