LNWWM
Laird Norton Wetherby Wealth Management’s ProShares UltraShort QQQ QID Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $256K | Buy |
+10,100
| New | +$256K | 0.01% | 791 |
|
2024
Q4 | $330K | Hold |
10,100
| – | – | 0.02% | 673 |
|
2024
Q3 | $365K | Hold |
10,100
| – | – | 0.02% | 668 |
|
2024
Q2 | $387K | Sell |
10,100
-40,400
| -80% | -$1.55M | 0.02% | 616 |
|
2024
Q1 | $452K | Hold |
50,500
| – | – | 0.02% | 589 |
|
2023
Q4 | $536K | Hold |
50,500
| – | – | 0.03% | 522 |
|
2023
Q3 | $707K | Hold |
50,500
| – | – | 0.04% | 419 |
|
2023
Q2 | $668K | Hold |
50,500
| – | – | 0.04% | 450 |
|
2023
Q1 | $887K | Hold |
50,500
| – | – | 0.05% | 363 |
|
2022
Q4 | $1.31M | Hold |
50,500
| – | – | 0.08% | 268 |
|
2022
Q3 | $1.39M | Buy |
50,500
+25,000
| +98% | +$686K | 0.1% | 217 |
|
2022
Q2 | $667K | Sell |
25,500
-9,463
| -27% | -$248K | 0.05% | 396 |
|
2022
Q1 | $610K | Buy |
34,963
+9,463
| +37% | +$165K | 0.04% | 450 |
|
2021
Q4 | $399K | Hold |
25,500
| – | – | 0.02% | 602 |
|
2021
Q3 | $509K | Buy |
+25,500
| New | +$509K | 0.03% | 499 |
|