EverSource Wealth Advisors’s ProShares UltraPro Short QQQ SQQQ Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$323K Buy
16,499
+4,999
+43% +$97.8K 0.01% 639
2025
Q1
$441K Buy
+11,500
New +$441K 0.02% 408
2024
Q4
Sell
-409
Closed -$15.1K 3821
2024
Q3
$15.1K Hold
409
﹤0.01% 1639
2024
Q2
$17.6K Buy
409
+408
+40,800% +$17.5K ﹤0.01% 1569
2024
Q1
$48 Hold
1
﹤0.01% 2858
2023
Q4
$54 Sell
1
-3
-75% -$162 ﹤0.01% 2612
2023
Q3
$397 Buy
4
+1
+33% +$99 ﹤0.01% 2418
2023
Q2
$287 Hold
3
﹤0.01% 2399
2023
Q1
$440 Buy
+3
New +$440 ﹤0.01% 2248