SKK
Shepherd Kaplan Krochuk’s ProShares Ultra Energy DIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,535
| Closed | -$271K | – | 187 |
|
|
2021
Q4 | $271K | Hold |
3,535
| – | – | 0.1% | 140 |
|
|
2021
Q3 | $241K | Buy |
3,535
+21
| +0.6% | +$1.43K | 0.09% | 146 |
|
|
2021
Q2 | $254K | Buy |
+3,514
| New | +$254K | 0.09% | 151 |
|
|
2020
Q1 | – | Sell |
-9,653
| Closed | -$247K | – | 137 |
|
|
2019
Q4 | $247K | Buy |
+9,653
| New | +$247K | 0.19% | 124 |
|
|
2018
Q4 | – | Sell |
-11,150
| Closed | -$484K | – | 195 |
|
|
2018
Q3 | $484K | Hold |
11,150
| – | – | 0.25% | 108 |
|
|
2018
Q2 | $486K | Buy |
+11,150
| New | +$486K | 0.3% | 102 |
|
|
2018
Q1 | – | Sell |
-5,771
| Closed | -$229K | – | 247 |
|
|
2017
Q4 | $229K | Buy |
+5,771
| New | +$229K | 0.14% | 169 |
|