JWM
Jeppson Wealth Management’s ProShares Short QQQ PSQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-19,725
| Closed | -$240K | – | 164 |
|
|
2021
Q3 | $240K | Buy |
+19,725
| New | +$240K | 0.13% | 132 |
|
|
2021
Q1 | – | Sell |
-19,400
| Closed | -$280K | – | 142 |
|
|
2020
Q4 | $280K | Buy |
19,400
+7,900
| +69% | +$114K | 0.19% | 104 |
|
|
2020
Q3 | $190K | Buy |
+11,500
| New | +$190K | 0.15% | 115 |
|