Wolff Financial 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
Q3
$1.97M Hold
2025
Q2
$1.81M Buy
2025
Q1
$1.54M Hold
2024
Q4
$1.68M Buy
2024
Q3
$1.59M Buy
2024
Q2
$1.54M Buy
2024
Q1
$1.42M Sell
2023
Q4
$1.51M Buy
2023
Q3
$1.19M Buy
2023
Q2
$1.23M Hold
2023
Q1
$1.07M Buy
2022
Q4
$884K Buy
2022
Q3
$886K Hold
2022
Q2
$930K Buy
2022
Q1
$1.2M Sell
2021
Q4
$1.32M Buy
2021
Q1
$1.04M Hold
2020
Q4
$1.02M Hold
2020
Q3
$907K Sell
2020
Q2
$867K Buy