KKM Financial’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 | $2.93M | Sell |
5,309
-8
| -0.2% | -$4.41K | 1.02% | 44 |
|
|
2025
Q1 | $2.49M | Hold |
5,317
| – | – | 1.05% | 43 |
|
|
2024
Q4 | $2.72M | Sell |
5,317
-11
| -0.2% | -$5.62K | 1.13% | 33 |
|
|
2024
Q3 | $2.6M | Hold |
5,328
| – | – | 1.29% | 30 |
|
|
2024
Q2 | $2.54M | Hold |
5,328
| – | – | 1.21% | 26 |
|
|
2024
Q1 | $2.37M | Buy |
5,328
+20
| +0.4% | +$8.88K | 1.15% | 32 |
|
|
2023
Q4 | $2.17M | Buy |
+5,308
| New | +$2.17M | 1.37% | 27 |
|