JWM
Jeppson Wealth Management’s ProShares UltraShort QQQ QID Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,000
| Closed | -$89.6K | – | 215 |
|
|
2024
Q1 | $89.6K | Buy |
+10,000
| New | +$89.6K | 0.03% | 203 |
|
|
2021
Q3 | – | Sell |
-10,485
| Closed | -$216K | – | 156 |
|
|
2021
Q2 | $216K | Sell |
10,485
-1,290
| -11% | -$26.6K | 0.12% | 137 |
|
|
2021
Q1 | $307K | Sell |
11,775
-23,025
| -66% | -$600K | 0.18% | 103 |
|
|
2020
Q4 | $247K | Buy |
34,800
+7,800
| +29% | +$55.4K | 0.16% | 116 |
|
|
2020
Q3 | $255K | Buy |
+27,000
| New | +$255K | 0.2% | 99 |
|