SWM
StoneCrest Wealth Management’s ProShares UltraPro QQQ TQQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $622K | Sell |
7,497
-631
| -8% | -$52.4K | 0.3% | 53 |
|
|
2025
Q1 | $466K | Buy |
8,128
+577
| +8% | +$33.1K | 0.3% | 54 |
|
|
2024
Q4 | $598K | Sell |
7,551
-183
| -2% | -$14.5K | 0.39% | 40 |
|
|
2024
Q3 | $561K | Sell |
7,734
-591
| -7% | -$42.8K | 0.41% | 45 |
|
|
2024
Q2 | $615K | Sell |
8,325
-236
| -3% | -$17.4K | 0.47% | 37 |
|
|
2024
Q1 | $527K | Sell |
8,561
-1,178
| -12% | -$72.5K | 0.46% | 37 |
|
|
2023
Q4 | $494K | Buy |
+9,739
| New | +$494K | 0.47% | 36 |
|