CNWM
Clay Northam Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,560
| Closed | -$277K | – | 96 |
|
|
2024
Q4 | $277K | Buy |
+2,560
| New | +$277K | 0.18% | 68 |
|
|
2022
Q2 | – | Sell |
-3,200
| Closed | -$230K | – | 83 |
|
|
2022
Q1 | $230K | Sell |
3,200
-1,320
| -29% | -$94.9K | 0.23% | 74 |
|
|
2021
Q4 | $402K | Buy |
+4,520
| New | +$402K | 0.38% | 55 |
|