JDM Financial Group’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
$1.33M Hold
2,403
0.63% 25
2025
Q1
$1.13M Buy
2,403
+53
+2% +$24.8K 0.57% 25
2024
Q4
$1.2M Sell
2,350
-6
-0.3% -$3.07K 0.62% 22
2024
Q3
$1.15M Sell
2,356
-82
-3% -$40K 0.63% 23
2024
Q2
$1.17M Buy
2,438
+247
+11% +$118K 0.79% 18
2024
Q1
$973K Buy
2,191
+1,805
+468% +$801K 0.71% 17
2023
Q4
$158K Buy
386
+1
+0.3% +$409 0.13% 42
2023
Q3
$138K Sell
385
-35
-8% -$12.6K 0.13% 43
2023
Q2
$155K Buy
420
+1
+0.2% +$369 0.13% 43
2023
Q1
$135K Sell
419
-40
-9% -$12.8K 0.12% 44
2022
Q4
$122K Buy
+459
New +$122K 0.12% 44