Valeo 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,801
| Closed | -$201K | – | 568 |
|
2022
Q1 | $201K | Hold |
2,801
| – | – | 0.01% | 520 |
|
2021
Q4 | $249K | Hold |
2,801
| – | – | 0.01% | 443 |
|
2021
Q3 | $204K | Buy |
+2,801
| New | +$204K | 0.01% | 472 |
|
2018
Q1 | – | Hold |
0
| – | – | – | 1610 |
|
2017
Q4 | – | Hold |
0
| – | – | – | 1457 |
|