SWM
Segment 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 | – | Sell |
-2,814
| Closed | -$250K | – | 290 |
|
|
2025
Q1 | $250K | Hold |
2,814
| – | – | 0.02% | 256 |
|
|
2024
Q4 | $305K | Buy |
+2,814
| New | +$305K | 0.02% | 222 |
|
|
2024
Q1 | – | Sell |
-2,695
| Closed | -$205K | – | 262 |
|
|
2023
Q4 | $205K | Buy |
+2,695
| New | +$205K | 0.02% | 241 |
|