Laurel Wealth Advisors (California)’s ProShares UltraPro QQQ TQQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $324K | Buy |
+18,733
| New | +$324K | 0.03% | 486 |
|
|
2022
Q3 | – | Sell |
-8,818
| Closed | -$212K | – | 674 |
|
|
2022
Q2 | $212K | Sell |
8,818
-2,886
| -25% | -$69.4K | 0.02% | 619 |
|
|
2022
Q1 | $681K | Sell |
11,704
-10,134
| -46% | -$590K | 0.06% | 336 |
|
|
2021
Q4 | $1.82M | Buy |
21,838
+4,912
| +29% | +$408K | 0.14% | 144 |
|
|
2021
Q3 | $1.05M | Buy |
16,926
+5,440
| +47% | +$339K | 0.19% | 126 |
|
|
2021
Q2 | $704K | Buy |
11,486
+576
| +5% | +$35.3K | 0.09% | 222 |
|
|
2021
Q1 | $498K | Sell |
10,910
-2,698
| -20% | -$123K | 0.08% | 256 |
|
|
2020
Q4 | $618K | Buy |
13,608
+3,428
| +34% | +$156K | 0.09% | 212 |
|
|
2020
Q3 | $333K | Buy |
+10,180
| New | +$333K | 0.06% | 283 |
|