Retirement Planning Group (New York)’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
$10.6M Buy
19,176
+421
+2% +$232K 9.31% 1
2025
Q1
$8.79M Sell
18,755
-197
-1% -$92.4K 8.95% 1
2024
Q4
$9.69M Buy
+18,952
New +$9.69M 10.66% 1