Financial Planners of Cleveland’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-1,083
Closed -$393K 37
2022
Q1
$393K Sell
1,083
-1,939
-64% -$704K 0.17% 40
2021
Q4
$1.14M Buy
+3,022
New +$1.14M 0.46% 20