IWA
Intercontinental Wealth Advisors’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,720
| Closed | -$242K | – | 293 |
|
|
2021
Q4 | $242K | Buy |
+2,720
| New | +$242K | 0.05% | 268 |
|
|
2020
Q1 | – | Sell |
-65
| Closed | -$9K | – | 272 |
|
|
2019
Q4 | $9K | Hold |
65
| – | – | 0.01% | 283 |
|
|
2019
Q3 | $6K | Sell |
65
-35
| -35% | -$3.23K | ﹤0.01% | 382 |
|
|
2019
Q2 | $10K | Hold |
100
| – | – | 0.01% | 326 |
|
|
2019
Q1 | $9K | Hold |
100
| – | – | ﹤0.01% | 363 |
|
|
2018
Q4 | $7K | Buy |
+100
| New | +$7K | ﹤0.01% | 381 |
|