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Trek Financial’s Q2 Holdings QTWO Stock Holding History

Trek Financial’s Portfolio QTWO Stock Details QTWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,436
Closed -$346K – 435
2024
Q4 		$346K Buy
+3,436
New +$346K 0.03% 304