DWM
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DKM Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

DKM 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 		$4.34M Sell
7,861
-122
-2% -$67.3K 3.74% 10
2025
Q1 		$3.74M Buy
7,983
+609
+8% +$286K 3.63% 10
2024
Q4 		$3.77M Buy
+7,374
New +$3.77M 3.57% 9