Dogwood 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $83.1K | Buy |
1,001
+752
| +302% | +$62.4K | 0.04% | 103 |
|
2025
Q1 | $14.3K | Buy |
+249
| New | +$14.3K | 0.01% | 178 |
|
2024
Q4 | – | Sell |
-441
| Closed | -$32K | – | 612 |
|
2024
Q3 | $32K | Buy |
441
+2
| +0.5% | +$145 | 0.02% | 127 |
|
2024
Q2 | $32.4K | Hold |
439
| – | – | 0.02% | 126 |
|
2024
Q1 | $27K | Sell |
439
-2,110
| -83% | -$130K | 0.02% | 145 |
|
2023
Q4 | $129K | Buy |
+2,549
| New | +$129K | 0.1% | 91 |
|