BKM Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.34M | Sell |
9,675
-364
| -4% | -$201K | 2.09% | 7 |
|
|
2025
Q1 | $4.71M | Sell |
10,039
-466
| -4% | -$219K | 1.94% | 8 |
|
|
2024
Q4 | $5.37M | Buy |
10,505
+1,046
| +11% | +$535K | 2.2% | 7 |
|
|
2024
Q3 | $4.62M | Buy |
9,459
+72
| +0.8% | +$35.1K | 1.88% | 9 |
|
|
2024
Q2 | $4.5M | Buy |
9,387
+46
| +0.5% | +$22K | 2.16% | 8 |
|
|
2024
Q1 | $4.15M | Buy |
9,341
+2,774
| +42% | +$1.23M | 1.78% | 9 |
|
|
2023
Q4 | $2.69M | Buy |
+6,567
| New | +$2.69M | 1.15% | 18 |
|