Plan Group Financial’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	$4.84M	Buy	8,770 +8,194	+1,423%	+$4.52M	1.59%	12
2025 Q1	$270K	Buy	+576	New	+$270K	0.1%	124
2024 Q4	–	Sell	-451	Closed	-$220K	–	118
2024 Q3	$220K	Buy	+451	New	+$220K	0.12%	103