Kennedy Investment 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
$576K Buy
1,043
+110
+12% +$60.7K 0.24% 86
2025
Q1
$438K Sell
933
-20
-2% -$9.38K 0.2% 93
2024
Q4
$487K Buy
953
+56
+6% +$28.6K 0.22% 87
2024
Q3
$438K Sell
897
-71
-7% -$34.7K 0.2% 91
2024
Q2
$464K Buy
968
+1
+0.1% +$479 0.23% 83
2024
Q1
$430K Sell
967
-5
-0.5% -$2.22K 0.23% 87
2023
Q4
$398K Buy
+972
New +$398K 0.22% 89