GWM
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GoalFusion Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

GoalFusion Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-550
Closed -$203K – 29
2023
Q2 		$203K Buy
+550
New +$203K 0.15% 25