A detailed history of Triad Financial Advisors, Inc. transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 642 shares of QQQ stock, worth $324,717. This represents 0.09% of its overall portfolio holdings.

Number of Shares
642
Previous 642 -0.0%
Holding current value
$324,717
Previous $237,000 2.95%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 05, 2023

BUY
$261.58 - $320.93 $167,934 - $206,037
642 New
642 $206,000
Q3 2022

Nov 04, 2022

SELL
$267.26 - $333.06 $136,302 - $169,860
-510 Reduced 37.78%
840 $224,000
Q2 2022

Aug 11, 2022

BUY
$271.39 - $369.3 $107,199 - $145,873
395 Added 41.36%
1,350 $378,000
Q1 2022

May 09, 2022

BUY
$318.17 - $401.68 $44,861 - $56,636
141 Added 17.32%
955 $346,000
Q4 2021

May 09, 2022

BUY
$352.62 - $403.99 $287,032 - $328,847
814 New
814 $324,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
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