Keystone Financial Services (Colorado)’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
Q2
$594K Sell
2025
Q1
$598K Hold
2024
Q4
$652K Hold
2024
Q3
$623K Hold
2024
Q2
$611K Buy
2024
Q1
$511K Buy
2023
Q4
$441K Hold
2023
Q3
$385K Hold
2023
Q2
$397K Hold
2023
Q1
$345K Hold
2022
Q4
$317K Hold
2022
Q3
$294K Hold
2022
Q2
$338K Hold
2022
Q1
$319K Hold
2021
Q4
$428K Buy