Kades & Cheifetz’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
$1.21M Sell
2,359
-121
-5% -$61.9K 0.62% 39
2024
Q3
$1.21M Buy
2,480
+10
+0.4% +$4.88K 0.69% 33
2024
Q2
$1.18M Sell
2,470
-1
-0% -$479 0.74% 33
2024
Q1
$1.1M Sell
2,471
-177
-7% -$78.6K 0.7% 34
2023
Q4
$1.08M Buy
2,648
+615
+30% +$252K 0.77% 30
2023
Q3
$728K Buy
2,033
+114
+6% +$40.8K 0.58% 39
2023
Q2
$709K Buy
1,919
+203
+12% +$75K 0.54% 42
2023
Q1
$551K Buy
1,716
+322
+23% +$103K 0.43% 48
2022
Q4
$371K Buy
+1,394
New +$371K 0.31% 57