Willow Creek Wealth Management’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 | $651K | Buy |
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|
2025
Q1 | $435K | Hold |
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|
2024
Q4 | $474K | Sell |
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|
2024
Q3 | $490K | Buy |
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|
2024
Q2 | $444K | Sell |
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|
2024
Q1 | $423K | Hold |
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|
2023
Q4 | $390K | Sell |
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|
2023
Q3 | $356K | Buy |
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|
2023
Q2 | $360K | Buy |
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|
2023
Q1 | $276K | Sell |
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|
2022
Q4 | $229K | Hold |
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|
2022
Q3 | $229K | Hold |
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|
2022
Q2 | $241K | Hold |
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|
2022
Q1 | $311K | Hold |
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|
2021
Q4 | $342K | Hold |
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|
2021
Q3 | $307K | Hold |
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|
2021
Q2 | $304K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $269K | Buy |
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|
2020
Q3 | $223K | Buy |
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