WWM
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Whalen Wealth Management’s Nasdaq NDAQ Stock Holding History

Whalen Wealth Management’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-6,127
Closed -$474K – 161
2024
Q4 		$474K Buy
+6,127
New +$474K 0.33% 64