DWM
Diversify Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.94M | Buy |
17,138
+844
| +5% | +$490K | 0.61% | 29 |
|
|
2025
Q1 | $7.75M | Sell |
16,294
-1,456
| -8% | -$692K | 0.58% | 34 |
|
|
2024
Q4 | $9M | Buy |
17,750
+11,967
| +207% | +$6.07M | 0.7% | 28 |
|
|
2024
Q3 | $2.82M | Buy |
5,783
+700
| +14% | +$342K | 0.27% | 94 |
|
|
2024
Q2 | $2.21M | Buy |
+5,083
| New | +$2.21M | 0.28% | 89 |
|