HWA
HCR Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+7,800
| New | +$263K | 0.03% | 199 |
|
|
2023
Q3 | – | Sell |
-655,812
| Closed | -$6.93M | – | 187 |
|
|
2023
Q2 | $6.93M | Sell |
655,812
-39,696
| -6% | -$420K | 1.28% | 13 |
|
|
2023
Q1 | $8.47M | Sell |
695,508
-4,733
| -0.7% | -$57.6K | 1.68% | 10 |
|
|
2022
Q4 | $10.3M | Buy |
700,241
+20,342
| +3% | +$299K | 2.16% | 10 |
|
|
2022
Q3 | $10.1M | Buy |
679,899
+239,470
| +54% | +$3.57M | 2.16% | 10 |
|
|
2022
Q2 | $6.34M | Buy |
+440,429
| New | +$6.34M | 1.27% | 12 |
|
|
2020
Q4 | – | Sell |
-200,659
| Closed | -$3.32M | – | 274 |
|
|
2020
Q3 | $3.32M | Sell |
200,659
-197,190
| -50% | -$3.26M | 0.76% | 22 |
|
|
2020
Q2 | $7.47M | Buy |
397,849
+13,180
| +3% | +$247K | 1.75% | 9 |
|
|
2020
Q1 | $9.77M | Buy |
384,669
+310,265
| +417% | +$7.88M | 2.8% | 8 |
|
|
2019
Q4 | $1.83M | Sell |
74,404
-14,312
| -16% | -$351K | 0.44% | 42 |
|
|
2019
Q3 | $2.46M | Buy |
88,716
+5,789
| +7% | +$161K | 0.82% | 24 |
|
|
2019
Q2 | $2.34M | Sell |
82,927
-4,519
| -5% | -$127K | 0.67% | 27 |
|
|
2019
Q1 | $2.95M | Buy |
+87,446
| New | +$2.95M | 0.85% | 24 |
|