Kelman-Lazarov Inc’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-1,128
Closed -$134K 216
2016
Q4
$134K Hold
1,128
0.08% 125
2016
Q3
$134K Sell
1,128
-195
-15% -$23.1K 0.08% 124
2016
Q2
$143K Buy
1,323
+195
+17% +$21.1K 0.08% 122
2016
Q1
$124K Buy
+1,128
New +$124K 0.07% 138