KWA
Kingswood Wealth Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
18,509
+4,017
| +28% | +$333K | 0.12% | 182 |
|
|
2025
Q1 | $830K | Buy |
14,492
+936
| +7% | +$53.6K | 0.08% | 289 |
|
|
2024
Q4 | $1.07M | Buy |
+13,556
| New | +$1.07M | 0.08% | 256 |
|
|
2024
Q3 | – | Sell |
-10,589
| Closed | -$782K | – | 749 |
|
|
2024
Q2 | $782K | Sell |
10,589
-15,806
| -60% | -$1.17M | 0.07% | 286 |
|
|
2024
Q1 | $1.62M | Sell |
26,395
-787
| -3% | -$48.4K | 0.19% | 133 |
|
|
2023
Q4 | $1.38M | Buy |
27,182
+4,233
| +18% | +$215K | 0.16% | 150 |
|
|
2023
Q3 | $817K | Buy |
+22,949
| New | +$817K | 0.14% | 172 |
|