CWM
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Centricity Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

Centricity 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 		$259K Hold
470
– – 0.21% 66
2025
Q1 		$220K Hold
470
– – 0.2% 68
2024
Q4 		$240K Buy
+470
New +$240K 0.22% 65