Delos Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-80,660
| Closed | -$1.47M | – | 376 |
|
|
2023
Q3 | $1.47M | Sell |
80,660
-1,438
| -2% | -$26.2K | 1.78% | 17 |
|
|
2023
Q2 | $1.5M | Buy |
82,098
+3,919
| +5% | +$71.8K | 1.92% | 17 |
|
|
2023
Q1 | $1.44M | Buy |
78,179
+77,845
| +23,307% | +$1.43M | 1.82% | 18 |
|
|
2022
Q4 | $6.35K | Hold |
334
| – | – | 0.01% | 165 |
|
|
2022
Q3 | $7K | Buy |
+334
| New | +$7K | 0.01% | 160 |
|