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