Burkett Financial Services’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
2025
Q2
$443K Buy
2025
Q1
$376K Hold
2024
Q4
$410K Buy
2024
Q3
$391K Buy
2024
Q2
$383K Buy
2024
Q1
$354K Sell
2023
Q4
$399K Buy