AA
Apriem Advisors’s ProShares Ultra QQQ QLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $287K | Hold |
2,442
| – | – | 0.03% | 149 |
|
2025
Q1 | $217K | Hold |
2,442
| – | – | 0.03% | 172 |
|
2024
Q4 | $264K | Hold |
2,442
| – | – | 0.03% | 156 |
|
2024
Q3 | $246K | Hold |
2,442
| – | – | 0.03% | 155 |
|
2024
Q2 | $244K | Sell |
2,442
-508
| -17% | -$50.7K | 0.03% | 154 |
|
2024
Q1 | $258K | Hold |
2,950
| – | – | 0.03% | 144 |
|
2023
Q4 | $224K | Buy |
+2,950
| New | +$224K | 0.03% | 137 |
|
2022
Q2 | – | Sell |
-2,950
| Closed | -$212K | – | 151 |
|
2022
Q1 | $212K | Hold |
2,950
| – | – | 0.03% | 137 |
|
2021
Q4 | $263K | Sell |
2,950
-292
| -9% | -$26K | 0.04% | 126 |
|
2021
Q3 | $236K | Hold |
3,242
| – | – | 0.03% | 132 |
|
2021
Q2 | $233K | Buy |
+3,242
| New | +$233K | 0.03% | 140 |
|
2018
Q3 | – | Sell |
-880
| Closed | -$76K | – | 318 |
|
2018
Q2 | $76K | Buy |
+880
| New | +$76K | 0.02% | 205 |
|