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Carson Advisory’s Invesco QQQ Trust QQQ Stock Holding History

Carson Advisory’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$451K Buy
818
+110
+16% +$60.7K 0.29% 81
2025
Q1 		$332K Buy
708
+60
+9% +$28.1K 0.22% 106
2024
Q4 		$331K Buy
+648
New +$331K 0.23% 105