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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$464K Buy
2017
Q1
Sell
2016
Q4
$134K Hold
2016
Q3
$134K Sell
2016
Q2
$143K Buy
2016
Q1
$124K Buy