Capital & Planning LLC’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
Q1
Sell
-37
Closed -$19.1K 144
2024
Q4
$19.1K Buy
+37
New +$19.1K 0.01% 73