Symphony Financial Services’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
$2.67M Buy
4,840
+12
+0.2% +$6.63K 1.6% 18
2025
Q1
$2.26M Sell
4,828
-98
-2% -$46K 1.48% 17
2024
Q4
$2.52M Sell
4,926
-765
-13% -$391K 2.02% 15
2024
Q3
$2.42M Buy
5,691
+690
+14% +$293K 2.06% 14
2024
Q2
$2.86M Buy
+5,001
New +$2.86M 2.46% 12