Whelan Financial’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 | $349K | Hold |
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|
2025
Q2 | $320K | Sell |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $537K | Sell |
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|
2024
Q3 | $557K | Buy |
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|
2024
Q2 | $547K | Sell |
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|
2024
Q1 | $527K | Buy |
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|
2023
Q4 | $485K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $424K | Buy |
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|
2023
Q1 | $358K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $297K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $230K | Buy |
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|
2021
Q4 | $234K | Sell |
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|
2021
Q3 | $285K | Buy |
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