LWA
Lowe Wealth Advisors’s ProShares Short QQQ PSQ Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $23.6K | Buy |
+700
| New | +$23.6K | 0.01% | 188 |
|
2024
Q2 | – | Sell |
-5,000
| Closed | -$43.8K | – | 324 |
|
2024
Q1 | $43.8K | Hold |
5,000
| – | – | 0.02% | 126 |
|
2023
Q4 | $47.4K | Sell |
5,000
-3,000
| -38% | -$28.4K | 0.02% | 114 |
|
2023
Q3 | $87.1K | Buy |
+8,000
| New | +$87.1K | 0.05% | 80 |
|
2016
Q4 | – | Sell |
-700
| Closed | -$33K | – | 248 |
|
2016
Q3 | $33K | Sell |
700
-500
| -42% | -$23.6K | 0.02% | 74 |
|
2016
Q2 | $63K | Hold |
1,200
| – | – | 0.04% | 51 |
|
2016
Q1 | $63K | Buy |
+1,200
| New | +$63K | 0.04% | 50 |
|