Summit Financial Group’s ProShares Ultra QQQ QLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.11M | Hold |
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|
2023
Q4 | $965K | Hold |
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|
2023
Q3 | $754K | Hold |
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|
2023
Q2 | $818K | Hold |
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|
2023
Q1 | $630K | Hold |
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|
2022
Q4 | $445K | Hold |
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|
2022
Q3 | $466K | Hold |
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|
2022
Q2 | $526K | Hold |
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|
2022
Q1 | $913K | Hold |
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|
2021
Q4 | $1.13M | Hold |
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|
2021
Q3 | $924K | Hold |
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|
2021
Q2 | $912K | Sell |
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|
2021
Q1 | $879K | Sell |
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|
2020
Q4 | $1.53M | Hold |
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|
2020
Q3 | $1.22M | Hold |
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|
2020
Q2 | $980K | Hold |
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|
2020
Q1 | $594K | Hold |
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|
2019
Q4 | $809K | Sell |
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|
2019
Q3 | $710K | Hold |
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|
2019
Q2 | $704K | Buy |
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