BWM
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Bernard Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Bernard Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$4.04M Sell
7,328
-338
-4% -$186K 1.87% 14
2025
Q1 		$3.59M Sell
7,666
-50
-0.6% -$23.4K 1.76% 16
2024
Q4 		$3.94M Buy
+7,716
New +$3.94M 1.86% 12