Marmo Financial 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 | $3.48M | Buy |
6,308
+381
| +6% | +$210K | 1.73% | 15 |
|
2025
Q1 | $2.78M | Buy |
5,927
+365
| +7% | +$171K | 1.52% | 16 |
|
2024
Q4 | $2.84M | Sell |
5,562
-163
| -3% | -$83.3K | 1.54% | 15 |
|
2024
Q3 | $2.79M | Sell |
5,725
-664
| -10% | -$324K | 1.49% | 15 |
|
2024
Q2 | $3.06M | Sell |
6,389
-1,535
| -19% | -$735K | 1.85% | 14 |
|
2024
Q1 | $3.52M | Sell |
7,924
-20,124
| -72% | -$8.94M | 2.14% | 11 |
|
2023
Q4 | $11.5M | Sell |
28,048
-1,155
| -4% | -$473K | 8.72% | 5 |
|
2023
Q3 | $10.5M | Sell |
29,203
-573
| -2% | -$205K | 9.93% | 4 |
|
2023
Q2 | $11M | Sell |
29,776
-2,611
| -8% | -$965K | 9.94% | 4 |
|
2023
Q1 | $10.4M | Buy |
+32,387
| New | +$10.4M | 9.89% | 4 |
|