Heritage Wealth Management (Arizona)’s ProShares Short QQQ PSQ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$765 Buy
10
+5
+100% +$383 ﹤0.01% 1039
2022
Q3
$0 Hold
5
﹤0.01% 1084
2022
Q2
$374 Sell
5
-8
-62% -$598 ﹤0.01% 955
2022
Q1
$1K Buy
+13
New +$1K ﹤0.01% 952
2021
Q3
$1K Sell
13
-69
-84% -$5.31K ﹤0.01% 864
2021
Q2
$5K Sell
82
-47
-36% -$2.87K ﹤0.01% 754
2021
Q1
$9K Buy
+129
New +$9K 0.01% 592