Sequoia Financial Advisors’s ProShares Ultra QQQ QLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$282K Sell
2,396
-99
-4% -$11.7K ﹤0.01% 1283
2025
Q1
$222K Hold
2,495
﹤0.01% 1204
2024
Q4
$270K Buy
2,495
+2
+0.1% +$217 ﹤0.01% 1057
2024
Q3
$251K Buy
2,493
+3
+0.1% +$302 ﹤0.01% 1052
2024
Q2
$249K Hold
2,490
﹤0.01% 970
2024
Q1
$218K Buy
+2,490
New +$218K ﹤0.01% 1012