FDW
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Fourth Dimension Wealth’s Invesco QQQ Trust QQQ Stock Holding History

Fourth Dimension Wealth’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 		$4.7M Buy
8,520
+1,059
+14% +$584K 1.98% 13
2025
Q1 		$3.5M Buy
7,461
+25
+0.3% +$11.7K 1.69% 17
2024
Q4 		$3.85M Buy
+7,436
New +$3.85M 2.01% 12