Axxcess Wealth Management’s ProShares Short High Yield SJB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-15,755
Closed -$289K 835
2023
Q2
$289K Sell
15,755
-1,988
-11% -$36.4K 0.02% 458
2023
Q1
$326K Buy
17,743
+2,013
+13% +$37K 0.02% 455
2022
Q4
$299K Buy
15,730
+230
+1% +$4.37K 0.02% 448
2022
Q3
$310K Buy
+15,500
New +$310K 0.03% 392
2022
Q2
Sell
-20,000
Closed -$362K 643
2022
Q1
$362K Buy
+20,000
New +$362K 0.03% 427