Wunderlich Capital Managemnt’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $477K | Sell |
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|
2023
Q3 | $430K | Buy |
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|
2023
Q2 | $427K | Sell |
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|
2023
Q1 | $372K | Buy |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q3 | $290K | Buy |
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|
2022
Q2 | $297K | Sell |
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|
2022
Q1 | $445K | Sell |
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|
2021
Q4 | $541K | Hold |
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|
2021
Q3 | $487K | Sell |
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|
2021
Q2 | $496K | Buy |
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|
2021
Q1 | $453K | Buy |
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|
2020
Q4 | $434K | Hold |
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|
2020
Q3 | $384K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $351K | Sell |
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|
2019
Q4 | $445K | Sell |
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|
2019
Q3 | $414K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $290K | Sell |
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|
2013
Q4 | $630K | Buy |
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