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Oak Wealth Advisors’s Invesco QQQ Trust QQQ Stock Holding History

Oak Wealth Advisors’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 		$732K Hold
1,327
– – 0.47% 32
2025
Q1 		$622K Buy
1,327
+290
+28% +$136K 0.46% 28
2024
Q4 		$530K Buy
+1,037
New +$530K 0.41% 32