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

Base 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 		$8.65M Buy
15,681
+1,742
+12% +$961K 5.54% 6
2025
Q1 		$6.54M Buy
+13,939
New +$6.54M 4.98% 8