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BXM Wealth’s Invesco QQQ Trust QQQ Stock Holding History

BXM Wealth’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 		$4.13M Sell
7,587
-2,820
-27% -$1.54M 4.91% 2
2025
Q1 		$4.87M Buy
10,407
+4,653
+81% +$2.18M 5.86% 1
2024
Q4 		$2.94M Buy
+5,754
New +$2.94M 4.12% 3