PWA
Primoris Wealth Advisors’s ProShares UltraPro Short QQQ SQQQ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-93,200
| Closed | -$1.91M | – | 90 |
|
|
2023
Q3 | $1.91M | Buy |
93,200
+3,350
| +4% | +$68.5K | 2.3% | 15 |
|
|
2023
Q2 | $1.7M | Buy |
89,850
+8,500
| +10% | +$161K | 1.86% | 21 |
|
|
2023
Q1 | $2.39M | Buy |
+81,350
| New | +$2.39M | 2.94% | 11 |
|
|
2022
Q4 | – | Sell |
-84,750
| Closed | -$5.2M | – | 66 |
|
|
2022
Q3 | $5.2M | Buy |
+84,750
| New | +$5.2M | 9.27% | 1 |
|