HCR Wealth Advisors’s ProShares UltraShort QQQ QID Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-10
Closed -$23K 249
2020
Q4
$23K Hold
10
﹤0.01% 229
2020
Q3
$18K Buy
10
+5
+100% +$1.04K ﹤0.01% 210
2020
Q2
$15K Sell
5
-20
-80% -$6.49K ﹤0.01% 215
2020
Q1
$12K Buy
+25
New +$11.4K ﹤0.01% 207

Other funds holding QID

HCR Wealth Advisors's QID Position: Q1 2021 in Review

HCR Wealth Advisors sold out of ProShares UltraShort QQQ (QID) in Q1 2021, closing a stake of 10 shares — an estimated $23K sold.

HCR Wealth Advisors first reported a position in QID in Q1 2020 and held it in 4 quarters. The position peaked at $23K in Q4 2020. 34 funds tracked by Wall St. Rank hold QID as of Q1 2021.

  • HCR Wealth Advisors reported no remaining ProShares UltraShort QQQ position as of Q1 2021 after selling out during the quarter.
  • HCR Wealth Advisors sold 10 ProShares UltraShort QQQ shares in Q1 2021, an estimated $23K.
  • HCR Wealth Advisors first reported a position in ProShares UltraShort QQQ in Q1 2020 and held it in 4 quarters.
  • HCR Wealth Advisors's ProShares UltraShort QQQ position peaked at $23K in Q4 2020.
  • 34 funds tracked by Wall St. Rank held ProShares UltraShort QQQ as of Q1 2021.

Based on HCR Wealth Advisors's 13F filing for Q1 2021, filed 13 May 2021.