RCS 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
2025
Q2
$606K Buy
1,097
+5
+0.5% +$2.76K 0.3% 51
2025
Q1
$512K Hold
1,092
0.27% 53
2024
Q4
$558K Buy
1,092
+30
+3% +$15.3K 0.3% 50
2024
Q3
$518K Sell
1,062
-21
-2% -$10.2K 0.29% 46
2024
Q2
$520K Buy
+1,083
New +$520K 0.31% 46