DWA
Dougherty Wealth Advisers’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4
| Closed | -$304 | – | 124 |
|
|
2023
Q4 | $304 | Sell |
4
-4
| -50% | -$304 | ﹤0.01% | 128 |
|
|
2023
Q3 | $475 | Sell |
8
-7
| -47% | -$416 | ﹤0.01% | 124 |
|
|
2023
Q2 | $966 | Sell |
15
-15
| -50% | -$966 | ﹤0.01% | 120 |
|
|
2023
Q1 | $1.49K | Hold |
30
| – | – | ﹤0.01% | 126 |
|
|
2022
Q4 | $1.05K | Hold |
30
| – | – | ﹤0.01% | 126 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 131 |
|
|
2022
Q2 | $1K | Buy |
30
+15
| +100% | +$500 | ﹤0.01% | 122 |
|
|
2022
Q1 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 126 |
|