BFWA
Benchmark Financial Wealth Advisors’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-25,198
| Closed | -$712K | – | 82 |
|
|
2022
Q1 | $712K | Buy |
25,198
+8,000
| +47% | +$226K | 0.3% | 31 |
|
|
2021
Q4 | $447K | Hold |
17,198
| – | – | 0.19% | 40 |
|
|
2021
Q3 | $578K | Buy |
17,198
+2,318
| +16% | +$77.9K | 0.27% | 36 |
|
|
2021
Q2 | $490K | Sell |
14,880
-44,644
| -75% | -$1.47M | 0.23% | 41 |
|
|
2021
Q1 | $577K | Buy |
59,524
+9,426
| +19% | +$91.4K | 0.31% | 35 |
|
|
2020
Q4 | $639K | Hold |
50,098
| – | – | 0.35% | 31 |
|
|
2020
Q3 | $908K | Hold |
50,098
| – | – | 0.59% | 25 |
|
|
2020
Q2 | $1.2M | Buy |
50,098
+22,098
| +79% | +$531K | 0.89% | 22 |
|
|
2020
Q1 | $1.35M | Buy |
+28,000
| New | +$1.35M | 1.36% | 15 |
|