CFP
Curran Financial Partners’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
2,583
+292
| +13% | +$161K | 0.31% | 54 |
|
|
2025
Q1 | $1.07M | Buy |
2,291
+490
| +27% | +$230K | 0.26% | 48 |
|
|
2024
Q4 | $921K | Buy |
1,801
+354
| +24% | +$181K | 0.24% | 53 |
|
|
2024
Q3 | $706K | Buy |
1,447
+304
| +27% | +$148K | 0.2% | 63 |
|
|
2024
Q2 | $548K | Buy |
+1,143
| New | +$548K | 0.18% | 62 |
|
|
2024
Q1 | – | Sell |
-1,046
| Closed | -$445K | – | 84 |
|
|
2023
Q4 | $445K | Buy |
1,046
+111
| +12% | +$47.3K | 0.17% | 56 |
|
|
2023
Q3 | $335K | Buy |
935
+55
| +6% | +$19.7K | 0.15% | 53 |
|
|
2023
Q2 | $325K | Buy |
880
+154
| +21% | +$56.9K | 0.14% | 59 |
|
|
2023
Q1 | $233K | Sell |
726
-136
| -16% | -$43.7K | 0.11% | 62 |
|
|
2022
Q4 | $230K | Buy |
862
+62
| +8% | +$16.5K | 0.11% | 62 |
|
|
2022
Q3 | $214K | Buy |
+800
| New | +$214K | 0.11% | 60 |
|