GFG
Goldstone Financial Group’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $34.3M | Buy |
61,653
+1,442
| +2% | +$802K | 4.53% | 2 |
|
|
2025
Q1 | $28.2M | Buy |
60,211
+3,279
| +6% | +$1.54M | 4.27% | 3 |
|
|
2024
Q4 | $29.1M | Buy |
56,932
+2,158
| +4% | +$1.1M | 4.56% | 3 |
|
|
2024
Q3 | $26.7M | Buy |
54,774
+3,365
| +7% | +$1.64M | 4.65% | 2 |
|
|
2024
Q2 | $24.6M | Buy |
51,409
+1,913
| +4% | +$917K | 4.94% | 2 |
|
|
2024
Q1 | $22M | Buy |
49,496
+1,970
| +4% | +$875K | 5.04% | 2 |
|
|
2023
Q4 | $19.5M | Sell |
47,526
-4,025
| -8% | -$1.65M | 5.03% | 2 |
|
|
2023
Q3 | $18.5M | Sell |
51,551
-234
| -0.5% | -$83.8K | 5.47% | 2 |
|
|
2023
Q2 | $19.1M | Sell |
51,785
-2,004
| -4% | -$740K | 5.63% | 2 |
|
|
2023
Q1 | $17.3M | Buy |
+53,789
| New | +$17.3M | 5.69% | 2 |
|