Tempus Wealth Planning’s ProShares Morningstar Alternatives Solution ETF ALTS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-6,442
| Closed | -$250K | – | 148 |
|
|
2022
Q1 | $250K | Sell |
6,442
-45,610
| -88% | -$1.77M | 0.18% | 116 |
|
|
2021
Q4 | $2.03M | Buy |
52,052
+1,053
| +2% | +$41K | 1.09% | 22 |
|
|
2021
Q3 | $1.98M | Sell |
50,999
-594
| -1% | -$23.1K | 1.12% | 20 |
|
|
2021
Q2 | $2.03M | Buy |
51,593
+5,660
| +12% | +$223K | 1.35% | 15 |
|
|
2021
Q1 | $1.78M | Buy |
+45,933
| New | +$1.78M | 1.88% | 13 |
|