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Discipline Wealth Solutions’s Invesco QQQ Trust QQQ Stock Holding History

Discipline Wealth Solutions’s Portfolio QQQ Stock Details QQQ Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$956K Sell
1,733
-40
-2% -$22.1K 0.37% 43
2025
Q1 		$832K Sell
1,773
-10
-0.6% -$4.69K 0.4% 33
2024
Q4 		$911K Buy
1,783
+69
+4% +$35.3K 0.42% 33
2024
Q3 		$837K Buy
+1,714
New +$837K 0.44% 30