Lutz Financial Services’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	$297K	Hold	539	–	–	0.02%	86
2025 Q1	$253K	Hold	539	–	–	0.02%	87
2024 Q4	$276K	Buy	+539	New	+$276K	0.02%	81
2020 Q2	–	Sell	-2,498	Closed	-$476K	–	63
2020 Q1	$476K	Buy	+2,498	New	+$476K	0.11%	52