BlackDiamond 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
Q1 | – | Sell |
-16,773
| Closed | -$292K | – | 146 |
|
2023
Q4 | $292K | Sell |
16,773
-15,849
| -49% | -$275K | 0.21% | 100 |
|
2023
Q3 | $613K | Buy |
32,622
+6,266
| +24% | +$118K | 0.55% | 40 |
|
2023
Q2 | $481K | Buy |
26,356
+1,135
| +5% | +$20.7K | 0.41% | 68 |
|
2023
Q1 | $466K | Sell |
25,221
-9,179
| -27% | -$170K | 0.48% | 53 |
|
2022
Q4 | $636K | Buy |
34,400
+781
| +2% | +$14.4K | 0.72% | 32 |
|
2022
Q3 | $652K | Buy |
33,619
+7,378
| +28% | +$143K | 0.78% | 27 |
|
2022
Q2 | $498K | Buy |
+26,241
| New | +$498K | 0.62% | 40 |
|