Novak Financial Planning’s Invesco QQQ Trust QQQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
$8.71M Sell
24,587
-203
-0.8% -$71.9K 4.27% 2
2021
Q1
$7.91M Sell
24,790
-607
-2% -$194K 4.34% 2
2020
Q4
$7.97M Buy
+25,397
New +$7.97M 4.69% 2