Guardian Wealth Advisors (North Carolina)’s ProShares UltraPro Short Dow 30 SDOW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-16
Closed -$1.02K 467
2024
Q2
$1.02K Hold
16
﹤0.01% 420
2024
Q1
$971 Buy
16
+3
+23% +$209 ﹤0.01% 438
2023
Q4
$932 Buy
13
+9
+225% +$844 ﹤0.01% 426
2023
Q3
$400 Hold
4
﹤0.01% 412
2023
Q2
$362 Buy
+4
New +$409 ﹤0.01% 408

Other funds holding SDOW

Guardian Wealth Advisors (North Carolina)'s SDOW Position: Q3 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of ProShares UltraPro Short Dow 30 (SDOW) in Q3 2024, closing a stake of 16 shares — an estimated $1.02K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in SDOW in Q2 2023 and held it in 5 quarters. The position peaked at $1.02K in Q2 2024. 21 funds tracked by Wall St. Rank hold SDOW as of Q3 2024.

  • Guardian Wealth Advisors (North Carolina) reported no remaining ProShares UltraPro Short Dow 30 position as of Q3 2024 after selling out during the quarter.
  • Guardian Wealth Advisors (North Carolina) sold 16 ProShares UltraPro Short Dow 30 shares in Q3 2024, an estimated $1.02K.
  • Guardian Wealth Advisors (North Carolina) first reported a position in ProShares UltraPro Short Dow 30 in Q2 2023 and held it in 5 quarters.
  • Guardian Wealth Advisors (North Carolina)'s ProShares UltraPro Short Dow 30 position peaked at $1.02K in Q2 2024.
  • 21 funds tracked by Wall St. Rank held ProShares UltraPro Short Dow 30 as of Q3 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 14 Nov 2024.