AE Wealth Management’s ProShares Short High Yield SJB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-337,614
| Closed | -$5.47M | – | 2165 |
|
|
2024
Q3 | $5.47M | Buy |
337,614
+62,645
| +23% | +$1.01M | 0.05% | 316 |
|
|
2024
Q2 | $4.66M | Buy |
274,969
+17,076
| +7% | +$289K | 0.05% | 340 |
|
|
2024
Q1 | $4.41M | Buy |
257,893
+244,852
| +1,878% | +$4.19M | 0.05% | 319 |
|
|
2023
Q4 | $225K | Sell |
13,041
-158,583
| -92% | -$2.74M | ﹤0.01% | 1838 |
|
|
2023
Q3 | $3.17M | Buy |
171,624
+127,494
| +289% | +$2.35M | 0.02% | 686 |
|
|
2023
Q2 | $808K | Sell |
44,130
-26,056
| -37% | -$477K | ﹤0.01% | 1165 |
|
|
2023
Q1 | $1.29M | Buy |
70,186
+16,523
| +31% | +$303K | 0.01% | 950 |
|
|
2022
Q4 | $1.02M | Buy |
53,663
+11,075
| +26% | +$210K | 0.01% | 969 |
|
|
2022
Q3 | $852K | Sell |
42,588
-41,575
| -49% | -$832K | 0.01% | 1006 |
|
|
2022
Q2 | $1.66M | Buy |
+84,163
| New | +$1.66M | 0.01% | 721 |
|