Kelly Financial Services’s Invesco QQQ Trust QQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Sell |
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|
2025
Q2 | $255K | Hold |
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|
2025
Q1 | $217K | Sell |
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|
2024
Q4 | $239K | Sell |
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|
2024
Q3 | $228K | Sell |
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|
2024
Q2 | $236K | Buy |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $205K | Sell |
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|
2023
Q3 | $184K | Sell |
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|
2023
Q2 | $193K | Sell |
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|
2023
Q1 | $168K | Buy |
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|
2022
Q4 | $137K | Buy |
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|
2022
Q3 | $137K | Buy |
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|
2022
Q2 | $143K | Sell |
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|
2022
Q1 | $187K | Sell |
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|
2021
Q4 | $224K | Buy |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $575K | Buy |
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|
2021
Q1 | $183K | Buy |
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|
2020
Q4 | $178K | Buy |
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|
2020
Q3 | $148K | Buy |
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|
2020
Q2 | $131K | Sell |
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|
2020
Q1 | $123K | Buy |
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|
2019
Q4 | $110K | Buy |
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|
2019
Q3 | $97.6K | Buy |
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|
2019
Q2 | $96.4K | Hold |
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|
2019
Q1 | $92.8K | Buy |
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