Wipfli Financial Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Wipfli Financial Advisors’s Portfolio QQQ Stock Details QQQ Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	$746K	Buy
2022 Q2	$288K	Sell
2022 Q1	$703K	Buy
2021 Q4	$667K	Buy
2021 Q3	$575K	Sell
2021 Q2	$571K	Sell
2021 Q1	$522K	Sell
2020 Q4	$1.13M	Buy