WMG 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 | $2.38M | Buy |
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|
2025
Q2 | $2.12M | Sell |
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|
2025
Q1 | $1.89M | Sell |
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|
2024
Q4 | $2.26M | Buy |
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|
2024
Q3 | $1.99M | Buy |
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|
2024
Q2 | $1.8M | Buy |
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|
2024
Q1 | $1.61M | Sell |
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|
2023
Q4 | $1.52M | Buy |
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|
2023
Q3 | $1.29M | Buy |
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|
2023
Q2 | $708K | Buy |
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|
2023
Q1 | $221K | Sell |
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|
2022
Q4 | $1M | Sell |
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|
2022
Q3 | $1.07M | Buy |
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|
2022
Q2 | $1.12M | Hold |
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|
2022
Q1 | $1.45M | Sell |
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|
2021
Q4 | $1.73M | Buy |
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