WMG Financial Advisors’s ProShares UltraPro QQQ TQQQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $424K | Buy |
5,105
+257
| +5% | +$21.3K | 0.16% | 94 |
|
|
2025
Q1 | $278K | Sell |
4,848
-8
| -0.2% | -$458 | 0.12% | 122 |
|
|
2024
Q4 | $384K | Buy |
4,856
+772
| +19% | +$61.1K | 0.17% | 89 |
|
|
2024
Q3 | $296K | Sell |
4,084
-179
| -4% | -$13K | 0.13% | 113 |
|
|
2024
Q2 | $315K | Sell |
4,263
-170
| -4% | -$12.5K | 0.17% | 87 |
|
|
2024
Q1 | $273K | Buy |
4,433
+59
| +1% | +$3.63K | 0.16% | 101 |
|
|
2023
Q4 | $222K | Buy |
+4,374
| New | +$222K | 0.14% | 106 |
|
|
2023
Q3 | – | Sell |
-5,714
| Closed | -$234K | – | 121 |
|
|
2023
Q2 | $234K | Buy |
+5,714
| New | +$234K | 0.17% | 100 |
|