A detailed history of Insight Wealth Strategies, LLC transactions in Invesco Qqq Trust, Series 1 stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 4,759 shares of QQQ stock, worth $2.49 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
4,759
Previous 4,759 -0.0%
Holding current value
$2.49 Million
Previous $2.28 Million 1.84%
% of portfolio
0.31%
Previous 0.33%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 08, 2024

SELL
$414.65 - $485.21 $58,465 - $68,414
-141 Reduced 2.88%
4,759 $2.28 Million
Q1 2024

Apr 05, 2024

BUY
$396.28 - $446.38 $599,175 - $674,926
1,512 Added 44.63%
4,900 $2.18 Million
Q4 2023

Jan 12, 2024

BUY
$343.66 - $411.5 $5,154 - $6,172
15 Added 0.44%
3,388 $1.39 Million
Q3 2023

Oct 13, 2023

BUY
$354.21 - $385.74 $26,919 - $29,316
76 Added 2.31%
3,373 $1.21 Million
Q2 2023

Jul 14, 2023

BUY
$309.99 - $370.26 $1,549 - $1,851
5 Added 0.15%
3,297 $1.22 Million
Q1 2023

Apr 06, 2023

SELL
$261.58 - $320.93 $130,789 - $160,465
-500 Reduced 13.19%
3,292 $1.06 Million
Q4 2022

Jan 06, 2023

BUY
$260.1 - $293.72 $5,982 - $6,755
23 Added 0.61%
3,792 $0
Q2 2022

Jul 01, 2022

BUY
$271.39 - $369.3 $373,704 - $508,526
1,377 Added 57.57%
3,769 $1.06 Million
Q1 2022

Apr 12, 2022

BUY
$318.17 - $401.68 $516,389 - $651,926
1,623 Added 211.05%
2,392 $867,000
Q4 2021

Jan 31, 2022

SELL
$352.62 - $403.99 $4,936 - $5,655
-14 Reduced 1.79%
769 $306,000
Q3 2021

Oct 28, 2021

SELL
$354.57 - $382.11 $3,545 - $3,821
-10 Reduced 1.26%
783 $280,000
Q2 2021

Aug 12, 2021

SELL
$316.89 - $354.99 $79,856 - $89,457
-252 Reduced 24.11%
793 $281,000
Q1 2021

May 12, 2021

SELL
$299.94 - $336.45 $20,095 - $22,542
-67 Reduced 6.03%
1,045 $333,000
Q4 2020

Feb 05, 2021

BUY
$269.38 - $313.74 $3,771 - $4,392
14 Added 1.28%
1,112 $349,000
Q3 2020

Oct 29, 2020

BUY
$250.49 - $302.76 $14,528 - $17,560
58 Added 5.58%
1,098 $305,000
Q2 2020

Jul 31, 2020

SELL
$182.31 - $248.84 $65,266 - $89,084
-358 Reduced 25.61%
1,040 $258,000
Q1 2020

Apr 21, 2020

SELL
$169.3 - $236.98 $126,128 - $176,550
-745 Reduced 34.76%
1,398 $266,000
Q4 2019

Feb 21, 2020

SELL
$184.05 - $213.79 $40,122 - $46,606
-218 Reduced 9.23%
2,143 $456,000
Q3 2019

Nov 06, 2019

BUY
$180.73 - $195.29 $903 - $976
5 Added 0.21%
2,361 $446,000
Q2 2019

Aug 06, 2019

BUY
$170.12 - $191.11 $27,729 - $31,150
163 Added 7.43%
2,356 $440,000
Q1 2019

Apr 24, 2019

SELL
$149.82 - $182.57 $13,034 - $15,883
-87 Reduced 3.82%
2,193 $394,000
Q4 2018

Feb 12, 2019

BUY
$143.5 - $186.17 $327,180 - $424,467
2,280 New
2,280 $352,000

Others Institutions Holding QQQ

About INVESCO QQQ TRUST, SERIES 1


  • Ticker QQQ
  • Exchange NASDAQ
  • Sector ETFs
  • Industry ETFs
More about QQQ
Track This Portfolio

Track Insight Wealth Strategies, LLC Portfolio

Follow Insight Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Insight Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Insight Wealth Strategies, LLC with notifications on news.