Institute for Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Hold |
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|
2025
Q1 | $390K | Hold |
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|
2024
Q4 | $475K | Sell |
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|
2024
Q3 | $454K | Hold |
|
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|
2024
Q2 | $450K | Sell |
|
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|
2024
Q1 | $601K | Buy |
|
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|
2023
Q4 | $519K | Sell |
|
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|
2023
Q3 | $490K | Hold |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $2.62M | Sell |
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|
2022
Q3 | $2.85M | Sell |
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|
2022
Q2 | $3.28M | Sell |
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|
2022
Q1 | $5.77M | Sell |
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|
2021
Q4 | $7.27M | Sell |
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|
2021
Q3 | $6.41M | Sell |
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|
2021
Q2 | $6.41M | Sell |
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|
2021
Q1 | $5.25M | Sell |
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|
2020
Q4 | $6.06M | Sell |
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|
2020
Q3 | $4.87M | Sell |
|
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|
2020
Q2 | $3.97M | Sell |
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|
2020
Q1 | $2.42M | Sell |
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|
2019
Q4 | $3.65M | Sell |
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|
2019
Q3 | $2.89M | Sell |
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|
2019
Q2 | $2.88M | Sell |
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|
2019
Q1 | $2.7M | Sell |
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|
2018
Q4 | $2.05M | Sell |
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|
2018
Q3 | $3.08M | Sell |
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|
2018
Q2 | $2.71M | Buy |
|
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|
2018
Q1 | $2.21M | Sell |
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|
2017
Q4 | $2.35M | Sell |
|
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|
2017
Q3 | $2.08M | Sell |
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|
2017
Q2 | $1.92M | Buy |
|