Meridian Wealth Management’s ProShares UltraShort Dow 30 DXD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-15,577
Closed -$529K 284
2023
Q4
$529K Hold
15,577
0.03% 371
2023
Q3
$666K Hold
15,577
0.04% 307
2023
Q2
$627K Sell
15,577
-361
-2% -$15.2K 0.05% 282
2023
Q1
$683K Hold
15,938
0.06% 265
2022
Q4
$689K Hold
15,938
0.07% 253
2022
Q3
$936K Hold
15,938
0.1% 195
2022
Q2
$833K Buy
+15,938
New +$760K 0.07% 269

Other funds holding DXD

Meridian Wealth Management's DXD Position: Q1 2024 in Review

Meridian Wealth Management sold out of ProShares UltraShort Dow 30 (DXD) in Q1 2024, closing a stake of 15,577 shares — an estimated $529K sold.

Meridian Wealth Management first reported a position in DXD in Q2 2022 and held it in 7 quarters. The position peaked at $936K in Q3 2022. 19 funds tracked by Wall St. Rank hold DXD as of Q1 2024.

  • Meridian Wealth Management reported no remaining ProShares UltraShort Dow 30 position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 15,577 ProShares UltraShort Dow 30 shares in Q1 2024, an estimated $529K.
  • Meridian Wealth Management first reported a position in ProShares UltraShort Dow 30 in Q2 2022 and held it in 7 quarters.
  • Meridian Wealth Management's ProShares UltraShort Dow 30 position peaked at $936K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.