LIA
LBMC Investment Advisors’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $419K | Hold |
3,556
| – | – | 0.03% | 134 |
|
|
2025
Q1 | $316K | Hold |
3,556
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $385K | Hold |
3,556
| – | – | 0.03% | 134 |
|
|
2024
Q3 | $358K | Hold |
3,556
| – | – | 0.03% | 136 |
|
|
2024
Q2 | $355K | Hold |
3,556
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $311K | Hold |
3,556
| – | – | 0.03% | 138 |
|
|
2023
Q4 | $270K | Hold |
3,556
| – | – | 0.03% | 133 |
|
|
2023
Q3 | $207K | Hold |
3,556
| – | – | 0.02% | 152 |
|
|
2023
Q2 | $229K | Buy |
+3,556
| New | +$229K | 0.02% | 150 |
|
|
2022
Q2 | – | Sell |
-3,556
| Closed | -$256K | – | 161 |
|
|
2022
Q1 | $256K | Hold |
3,556
| – | – | 0.02% | 133 |
|
|
2021
Q4 | $317K | Sell |
3,556
-14,721
| -81% | -$1.31M | 0.03% | 130 |
|
|
2021
Q3 | $259 | Buy |
18,277
+14,721
| +414% | +$209 | 0.02% | 138 |
|
|
2021
Q2 | $255K | Buy |
+3,556
| New | +$255K | 0.02% | 143 |
|