NBWM
QQQ icon

North Berkeley Wealth Management’s Invesco QQQ Trust QQQ Stock Holding History

North Berkeley Wealth Management’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$368K Sell
667
-23
-3% -$12.7K 0.34% 44
2025
Q1 		$324K Hold
690
– – 0.34% 46
2024
Q4 		$353K Buy
+690
New +$353K 0.36% 43