Tandem 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
$5.92M Buy
10,712
+2,487
+30% +$1.37M 5.52% 6
2025
Q1
$3.86M Buy
8,225
+122
+2% +$57.3K 4.18% 8
2024
Q4
$4.14M Buy
+8,103
New +$4.14M 4.39% 8