Meridian Wealth Management’s ProShares Ultra Energy DIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-20,555
| Closed | -$826K | – | 271 |
|
2023
Q4 | $826K | Hold |
20,555
| – | – | 0.05% | 291 |
|
2023
Q3 | $892K | Hold |
20,555
| – | – | 0.05% | 258 |
|
2023
Q2 | $727K | Sell |
20,555
-119
| -0.6% | -$4.21K | 0.06% | 251 |
|
2023
Q1 | $772K | Hold |
20,674
| – | – | 0.07% | 247 |
|
2022
Q4 | $879K | Hold |
20,674
| – | – | 0.09% | 216 |
|
2022
Q3 | $632K | Hold |
20,674
| – | – | 0.07% | 244 |
|
2022
Q2 | $614K | Buy |
+20,674
| New | +$614K | 0.05% | 311 |
|