Wrenne 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
$503K Sell
912
-120
-12% -$66.2K 0.24% 28
2025
Q1
$484K Buy
1,032
+170
+20% +$79.7K 0.26% 27
2024
Q4
$441K Hold
862
0.25% 26
2024
Q3
$421K Sell
862
-30
-3% -$14.6K 0.25% 25
2024
Q2
$427K Buy
+892
New +$427K 0.29% 26