Walled Lake Planning & Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $255K | Hold |
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|
2024
Q4 | $311K | Hold |
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|
2024
Q3 | $289K | Hold |
|
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|
2024
Q2 | $286K | Hold |
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|
2024
Q1 | $251K | Hold |
|
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|
2023
Q4 | $218K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $206K | Buy |
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $230K | Hold |
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|
2021
Q4 | $285K | Hold |
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|
2021
Q3 | $233K | Hold |
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|
2021
Q2 | $230K | Hold |
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|
2021
Q1 | $188K | Hold |
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|
2020
Q4 | $184K | Hold |
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|
2020
Q3 | $147K | Hold |
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|
2020
Q2 | $118K | Hold |
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|
2020
Q1 | $72K | Hold |
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|
2019
Q4 | $98K | Buy |
|