LifeGoal Wealth Advisors’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
Sell
-549
Closed -$257K 72
2025
Q1
$257K Hold
549
0.28% 51
2024
Q4
$281K Buy
+549
New +$281K 0.3% 49