Blue Zone Wealth Advisors’s ProShares UltraPro Short QQQ SQQQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-34,203
| Closed | -$3.5M | – | 83 |
|
2023
Q3 | $3.5M | Hold |
34,203
| – | – | 1.53% | 29 |
|
2023
Q2 | $3.23M | Buy |
34,203
+41
| +0.1% | +$3.88K | 1.49% | 29 |
|
2023
Q1 | $5.01M | Buy |
34,162
+65
| +0.2% | +$9.54K | 2.68% | 10 |
|
2022
Q4 | $9.21M | Buy |
34,097
+3,157
| +10% | +$853K | 4.92% | 3 |
|
2022
Q3 | $9.49M | Buy |
30,940
+864
| +3% | +$265K | 4.91% | 3 |
|
2022
Q2 | $8.85M | Buy |
+30,076
| New | +$8.85M | 4.01% | 3 |
|