SWM
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Schwallier Wealth Management’s ProShares UltraShort QQQ QID Stock Holding History

Schwallier Wealth Management’s Portfolio QID Stock Details QID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,000
Closed -$531K – 35
2023
Q4 		$531K Buy
+10,000
New +$629K 0.44% 24

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