PWM
Prosperity Wealth Management’s ProShares Ultra QQQ QLD Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.01M | Buy |
25,609
+17,392
| +212% | +$2.05M | 1.12% | 17 |
|
2025
Q1 | $730K | Sell |
8,217
-124,738
| -94% | -$11.1M | 0.34% | 64 |
|
2024
Q4 | $14.4M | Sell |
132,955
-251,024
| -65% | -$27.2M | 5.92% | 5 |
|
2024
Q3 | $38.7M | Buy |
+383,979
| New | +$38.7M | 15.46% | 1 |
|
2024
Q1 | – | Sell |
-7,942
| Closed | -$604K | – | 179 |
|
2023
Q4 | $604K | Sell |
7,942
-5,028
| -39% | -$382K | 0.39% | 39 |
|
2023
Q3 | $770K | Sell |
12,970
-3,642
| -22% | -$216K | 0.5% | 35 |
|
2023
Q2 | $1.07M | Sell |
16,612
-17,337
| -51% | -$1.12M | 0.69% | 21 |
|
2023
Q1 | $1.68M | Sell |
33,949
-18,641
| -35% | -$924K | 1.33% | 15 |
|
2022
Q4 | $1.84M | Buy |
+52,590
| New | +$1.84M | 1.74% | 14 |
|