BerganKDV Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-1,200
| Closed | -$14K | – | 1093 |
|
|
2020
Q1 | $14K | Buy |
1,200
+400
| +50% | +$4.67K | ﹤0.01% | 461 |
|
|
2019
Q4 | $17K | Hold |
800
| – | – | ﹤0.01% | 472 |
|
|
2019
Q3 | $12K | Hold |
800
| – | – | ﹤0.01% | 487 |
|
|
2019
Q2 | $12K | Buy |
800
+460
| +135% | +$6.9K | ﹤0.01% | 498 |
|
|
2019
Q1 | $5K | Hold |
340
| – | – | ﹤0.01% | 594 |
|
|
2018
Q4 | $3K | Buy |
+340
| New | +$3K | ﹤0.01% | 601 |
|