WWM
WT Wealth Management’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-32,941
| Closed | -$351K | – | 116 |
|
|
2023
Q2 | $351K | Sell |
32,941
-168,527
| -84% | -$1.8M | 0.15% | 90 |
|
|
2023
Q1 | $2.72M | Sell |
201,468
-261,603
| -56% | -$3.53M | 1.17% | 23 |
|
|
2022
Q4 | $7.81M | Sell |
463,071
-611,268
| -57% | -$10.3M | 3.8% | 5 |
|
|
2022
Q3 | $24.1M | Buy |
+1,074,339
| New | +$24.1M | 12.12% | 1 |
|
|
2021
Q1 | – | Sell |
-268,188
| Closed | -$1.59M | – | 130 |
|
|
2020
Q4 | $1.59M | Buy |
+268,188
| New | +$1.59M | 0.87% | 39 |
|