Comprehensive Financial Planning’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
$1.91M Buy
3,462
+209
+6% +$115K 1.5% 18
2025
Q1
$1.53M Sell
3,253
-328
-9% -$154K 1.48% 19
2024
Q4
$1.83M Buy
+3,581
New +$1.83M 1.55% 18