Spire 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
2023
Q2
– Sell
-209
Closed -$8.95K – 2427
2023
Q1
$8.95K Buy
+209
New +$9.02K ﹤0.01% 1888
2022
Q4
– Sell
-409
Closed -$24K – 2333
2022
Q3
$24K Buy
+409
New +$20K ﹤0.01% 1251

Other funds holding DXD

Spire Wealth Management's DXD Position: Q2 2023 in Review

Spire Wealth Management sold out of ProShares UltraShort Dow 30 (DXD) in Q2 2023, closing a stake of 209 shares — an estimated $8.95K sold.

Spire Wealth Management first reported a position in DXD in Q3 2022 and held it in 2 quarters. The position peaked at $24K in Q3 2022. 18 funds tracked by Wall St. Rank hold DXD as of Q2 2023.

  • Spire Wealth Management reported no remaining ProShares UltraShort Dow 30 position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 209 ProShares UltraShort Dow 30 shares in Q2 2023, an estimated $8.95K.
  • Spire Wealth Management first reported a position in ProShares UltraShort Dow 30 in Q3 2022 and held it in 2 quarters.
  • Spire Wealth Management's ProShares UltraShort Dow 30 position peaked at $24K in Q3 2022.
  • 18 funds tracked by Wall St. Rank held ProShares UltraShort Dow 30 as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.