Invesco Qqq Trust Series 1 (QQQ)

Sector:
Super Investor Stats:
Ownership count:1
Ownership rank:667
% of all portfolios:0.001%
History Portfolio Manager Activity Share change % change to portfolio
Q3  2024
David Katz - Matrix Asset Advisors Add 12.82% 142 0.01
Q2  2024
David Katz - Matrix Asset Advisors Add 1.74% 19 0.00
Q1  2024
David Katz - Matrix Asset Advisors Add 1.40% 15 0.00
Q4  2023
David Katz - Matrix Asset Advisors Reduce 0.83% 9 0.00
Q3  2023
David Katz - Matrix Asset Advisors Reduce 50.50% 1,105 0.06
Q1  2023
David Rolfe - Wedgewood Partners Sell 100.00% 2,825 0.14
David Katz - Matrix Asset Advisors Add 1.63% 35 0.00
Q4  2022
David Rolfe - Wedgewood Partners Buy 2,825 0.14
David Katz - Matrix Asset Advisors Add 0.94% 20 0.00
Q3  2022
David Katz - Matrix Asset Advisors Reduce 1.34% 29 0.00
Q1  2022
David Katz - Matrix Asset Advisors Add 0.98% 21 0.00
Q4  2021
David Katz - Matrix Asset Advisors Reduce 0.65% 14 0.00
Q3  2021
David Katz - Matrix Asset Advisors Add 106.02% 1,109 0.06
Q2  2021
David Katz - Matrix Asset Advisors Add 0.10% 1 0.00
Q1  2021
David Katz - Matrix Asset Advisors Add 6.42% 63 0.00
Q4  2020
David Katz - Matrix Asset Advisors Add 7.56% 69 0.00
Q3  2020
David Katz - Matrix Asset Advisors Add 7.29% 62 0.00
Q2  2020
David Katz - Matrix Asset Advisors Buy 851 0.04

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.