JWM
Jeppson Wealth Management’s ProShares UltraPro Short QQQ SQQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,650
| Closed | -$88.2K | – | 213 |
|
|
2024
Q2 | $88.2K | Buy |
+10,650
| New | +$88.2K | 0.03% | 197 |
|
|
2022
Q1 | – | Sell |
-24,250
| Closed | -$144K | – | 175 |
|
|
2021
Q4 | $144K | Buy |
24,250
+5,350
| +28% | +$31.8K | 0.07% | 155 |
|
|
2021
Q3 | $163K | Buy |
18,900
+4,550
| +32% | +$39.2K | 0.09% | 152 |
|
|
2021
Q2 | $131K | Buy |
+14,350
| New | +$131K | 0.07% | 148 |
|
|
2020
Q4 | – | Sell |
-5,146
| Closed | -$123K | – | 401 |
|
|
2020
Q3 | $123K | Buy |
+5,146
| New | +$123K | 0.1% | 155 |
|