PFA
Plotkin Financial Advisors’s ProShares Ultra QQQ QLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-10,484
| Closed | -$797K | – | 93 |
|
|
2023
Q4 | $797K | Sell |
10,484
-1,191
| -10% | -$90.5K | 0.61% | 29 |
|
|
2023
Q3 | $693K | Sell |
11,675
-3,405
| -23% | -$202K | 0.61% | 28 |
|
|
2023
Q2 | $971K | Sell |
15,080
-1,546
| -9% | -$99.5K | 0.81% | 25 |
|
|
2023
Q1 | $824K | Sell |
16,626
-189
| -1% | -$9.37K | 0.77% | 27 |
|
|
2022
Q4 | $589K | Sell |
16,815
-391
| -2% | -$13.7K | 0.6% | 30 |
|
|
2022
Q3 | $631K | Buy |
17,206
+299
| +2% | +$11K | 0.64% | 29 |
|
|
2022
Q2 | $700K | Sell |
16,907
-174
| -1% | -$7.21K | 0.67% | 28 |
|
|
2022
Q1 | $1.23M | Buy |
17,081
+1,904
| +13% | +$137K | 0.86% | 23 |
|
|
2021
Q4 | $1.35M | Buy |
15,177
+7,944
| +110% | +$707K | 0.85% | 25 |
|
|
2021
Q3 | $526K | Sell |
7,233
-14,191
| -66% | -$1.03M | 0.31% | 52 |
|
|
2021
Q2 | $1.54M | Sell |
21,424
-3,206
| -13% | -$230K | 0.85% | 28 |
|
|
2021
Q1 | $2.89M | Sell |
24,630
-23,270
| -49% | -$2.73M | 1.77% | 20 |
|
|
2020
Q4 | $5.51M | Buy |
47,900
+44,360
| +1,253% | +$5.11M | 3.64% | 13 |
|
|
2020
Q3 | $324K | Buy |
3,540
+560
| +19% | +$51.3K | 0.36% | 46 |
|
|
2020
Q2 | $440K | Buy |
+2,980
| New | +$440K | 0.37% | 39 |
|