Everhart Financial Group’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
Q1 | – | Sell |
-3,538
| Closed | -$280K | – | 348 |
|
|
2024
Q4 | $280K | Buy |
3,538
+2
| +0.1% | +$158 | 0.06% | 263 |
|
|
2024
Q3 | $256K | Buy |
3,536
+67
| +2% | +$4.86K | 0.06% | 282 |
|
|
2024
Q2 | $256K | Buy |
3,469
+166
| +5% | +$12.3K | 0.07% | 246 |
|
|
2024
Q1 | $203K | Buy |
+3,303
| New | +$203K | 0.06% | 265 |
|
|
2022
Q2 | – | Sell |
-3,878
| Closed | -$226K | – | 195 |
|
|
2022
Q1 | $226K | Buy |
+3,878
| New | +$226K | 0.13% | 116 |
|
|
2021
Q4 | – | Sell |
-3,756
| Closed | -$234K | – | 111 |
|
|
2021
Q3 | $234K | Buy |
3,756
+92
| +3% | +$5.73K | 0.16% | 92 |
|
|
2021
Q2 | $224K | Buy |
+3,664
| New | +$224K | 0.15% | 87 |
|