KMG Fiduciary Partners’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 | $659K | Hold |
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|
2025
Q2 | $606K | Buy |
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|
2025
Q1 | $356K | Buy |
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|
2024
Q4 | $387K | Hold |
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|
2024
Q3 | $369K | Buy |
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|
2024
Q2 | $338K | Hold |
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|
2024
Q1 | $313K | Hold |
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|
2023
Q4 | $289K | Hold |
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|
2023
Q3 | $253K | Buy |
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|
2023
Q2 | $260K | Hold |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $233K | Buy |
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