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M Wealth Management LLC’s Invesco QQQ Trust QQQ Stock Holding History

M Wealth Management LLC’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 		$686K Hold
1,244
– – 0.63% 23
2025
Q1 		$583K Hold
1,244
– – 0.54% 25
2024
Q4 		$636K Buy
+1,244
New +$636K 0.58% 23