MinichMacGregor Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-43,320
| Closed | -$3.86M | – | 102 |
|
|
2021
Q4 | $3.86M | Buy |
43,320
+2,237
| +5% | +$199K | 1.17% | 30 |
|
|
2021
Q3 | $2.99M | Buy |
41,083
+2,673
| +7% | +$194K | 1.01% | 29 |
|
|
2021
Q2 | $2.76M | Buy |
38,410
+1,526
| +4% | +$110K | 0.97% | 29 |
|
|
2021
Q1 | $2.16M | Sell |
36,884
-566
| -2% | -$33.2K | 0.81% | 30 |
|
|
2020
Q4 | $2.16M | Buy |
+37,450
| New | +$2.16M | 0.88% | 32 |
|