CAPTRUST Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $486K | Buy |
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|
2025
Q2 | $339K | Buy |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $318K | Sell |
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|
2024
Q3 | $404K | Buy |
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|
2024
Q2 | $411K | Sell |
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|
2024
Q1 | $511K | Sell |
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|
2023
Q4 | $492K | Buy |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $354K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $153K | Buy |
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|
2021
Q4 | $84K | Buy |
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|
2021
Q3 | $61K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $36K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $7K | Hold |
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|
2017
Q4 | $7K | Hold |
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|
2017
Q3 | $7K | Hold |
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|
2017
Q2 | $5K | Buy |
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