Compass Planning Associates’s Invesco QQQ Trust QQQ Stock Holding History

Compass Planning Associates’s Portfolio QQQ Stock Details QQQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$485K	Hold
2025 Q1	$412K	Hold
2024 Q4	$449K	Buy