XWM
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Xcel Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Xcel Wealth Management’s Portfolio SH Stock Details SH Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-46,700
Closed -$701K – 138
2023
Q1 		$701K Sell
46,700
-62,300
-57% -$935K 0.25% 70
2022
Q4 		$1.75M Buy
+109,000
New +$1.75M 0.69% 42