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David Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

David 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 		$681K Buy
1,235
+2
+0.2% +$1.1K 0.51% 23
2025
Q1 		$578K Hold
1,233
– – 0.48% 21
2024
Q4 		$631K Buy
+1,233
New +$631K 0.52% 22