DWM
Dogwood Wealth Management’s Invesco NASDAQ 100 ETF QQQM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.13M | Buy |
40,167
+39,862
| +13,070% | +$9.06M | 4.46% | 4 |
|
|
2025
Q1 | $59K | Hold |
305
| – | – | 0.03% | 115 |
|
|
2024
Q4 | $64.2K | Hold |
305
| – | – | 0.03% | 111 |
|
|
2024
Q3 | $61.2K | Buy |
305
+1
| +0.3% | +$201 | 0.04% | 109 |
|
|
2024
Q2 | $59.9K | Buy |
+304
| New | +$59.9K | 0.04% | 107 |
|