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 |
|