CWA
Cascade Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $249K | Sell |
2,555
-650
| -20% | -$63.5K | 0.14% | 49 |
|
|
2025
Q1 | $269K | Sell |
3,205
-1,500
| -32% | -$126K | 0.19% | 38 |
|
|
2024
Q4 | $422K | Sell |
4,705
-2,943
| -38% | -$264K | 0.29% | 34 |
|
|
2024
Q3 | $690K | Sell |
7,648
-1,502
| -16% | -$135K | 0.49% | 31 |
|
|
2024
Q2 | $792K | Sell |
9,150
-11,458
| -56% | -$992K | 0.59% | 28 |
|
|
2024
Q1 | $1.77M | Buy |
+20,608
| New | +$1.77M | 1.51% | 20 |
|