Kiely Wealth Advisory 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
2024
Q4
$2.21M Buy
4,968
+695
+16% +$309K 1.42% 10
2024
Q3
$2.19M Sell
4,273
-92
-2% -$47.2K 1.39% 11
2024
Q2
$1.95M Buy
4,365
+234
+6% +$104K 1.07% 9
2024
Q1
$1.79M Buy
4,131
+119
+3% +$51.4K 1.02% 9
2023
Q4
$1.71M Buy
+4,012
New +$1.71M 0.99% 9