AWM
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Axxcess Wealth Management’s ProShares Short Real Estate REK Stock Holding History

Axxcess Wealth Management’s Portfolio REK Stock Details REK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-11,007
Closed -$217K – 832
2023
Q2 		$217K Buy
+11,007
New +$224K 0.02% 531

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Axxcess Wealth Management's REK Position: Q3 2023 in Review

Axxcess Wealth Management sold out of ProShares Short Real Estate (REK) in Q3 2023, closing a stake of 11,007 shares — an estimated $217K sold.

Axxcess Wealth Management first reported a position in REK in Q2 2023 and held it in 1 quarter. The position peaked at $217K in Q2 2023. 21 funds tracked by Wall St. Rank hold REK as of Q3 2023.

  • Axxcess Wealth Management reported no remaining ProShares Short Real Estate position as of Q3 2023 after selling out during the quarter.
  • Axxcess Wealth Management sold 11,007 ProShares Short Real Estate shares in Q3 2023, an estimated $217K.
  • Axxcess Wealth Management first reported a position in ProShares Short Real Estate in Q2 2023 and held it in 1 quarter.
  • Axxcess Wealth Management's ProShares Short Real Estate position peaked at $217K in Q2 2023.
  • 21 funds tracked by Wall St. Rank held ProShares Short Real Estate as of Q3 2023.

Based on Axxcess Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.