Financial Life Planners’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
$27.2M Buy
49,287
+3,607
+8% +$1.99M 22.12% 1
2025
Q1
$21.4M Sell
45,680
-521
-1% -$244K 20.85% 1
2024
Q4
$23.6M Buy
+46,201
New +$23.6M 19.8% 1