EWM
Empirical Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $232K | Buy |
+1,974
| New | +$232K | 0.01% | 589 |
|
|
2025
Q1 | – | Sell |
-1,974
| Closed | -$214K | – | 696 |
|
|
2024
Q4 | $214K | Buy |
+1,974
| New | +$214K | 0.01% | 564 |
|
|
2024
Q3 | – | Sell |
-3,993
| Closed | -$399K | – | 595 |
|
|
2024
Q2 | $399K | Hold |
3,993
| – | – | 0.01% | 397 |
|
|
2024
Q1 | $349K | Buy |
+3,993
| New | +$349K | 0.01% | 407 |
|
|
2021
Q4 | – | Sell |
-8,000
| Closed | -$582K | – | 532 |
|
|
2021
Q3 | $582K | Hold |
8,000
| – | – | 0.03% | 271 |
|
|
2021
Q2 | $574K | Buy |
+8,000
| New | +$574K | 0.03% | 278 |
|