McKinley Carter Wealth Services’s ProShares Short QQQ PSQ Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-14,450
| Closed | -$685K | – | 305 |
|
2023
Q4 | $685K | Buy |
14,450
+285
| +2% | +$13.5K | 0.05% | 174 |
|
2023
Q3 | $771K | Buy |
14,165
+184
| +1% | +$10K | 0.06% | 164 |
|
2023
Q2 | $739K | Buy |
13,981
+185
| +1% | +$9.78K | 0.06% | 173 |
|
2023
Q1 | $840K | Sell |
13,796
-7,806
| -36% | -$475K | 0.07% | 159 |
|
2022
Q4 | $1.59M | Buy |
21,602
+74
| +0.3% | +$5.45K | 0.13% | 112 |
|
2022
Q3 | $1.61M | Buy |
21,528
+17,449
| +428% | +$1.3M | 0.15% | 99 |
|
2022
Q2 | $294K | Buy |
+4,079
| New | +$294K | 0.03% | 244 |
|