Taylor 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 | $1.51M | Buy |
2,738
+58
| +2% | +$32K | 0.94% | 27 |
|
|
2025
Q1 | $1.26M | Sell |
2,680
-50
| -2% | -$23.4K | 0.87% | 28 |
|
|
2024
Q4 | $1.4M | Hold |
2,730
| – | – | 0.97% | 25 |
|
|
2024
Q3 | $1.33M | Hold |
2,730
| – | – | 0.92% | 26 |
|
|
2024
Q2 | $1.31M | Hold |
2,730
| – | – | 1.01% | 25 |
|
|
2024
Q1 | $1.21M | Sell |
2,730
-50
| -2% | -$22.2K | 0.92% | 28 |
|
|
2023
Q4 | $1.14M | Buy |
+2,780
| New | +$1.14M | 0.94% | 27 |
|