Beaumont Financial Advisors’s ProShares UltraShort S&P500 SDS Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-15,650
Closed -$1.13M 404
2025
Q3
$1.13M Sell
15,650
-2,685
-15% -$210K 0.08% 154
2025
Q2
$1.53M Buy
18,335
+1
+0% +$99 0.11% 112
2025
Q1
$1.97M Sell
18,334
-199
-1% -$19.6K 0.15% 89
2024
Q4
$1.82M Buy
+18,533
New +$1.83M 0.14% 102
2022
Q2
Sell
-6,588
Closed -$1.23M 357
2022
Q1
$1.23M Buy
+6,588
New +$1.3M 0.09% 139
2019
Q1
Sell
-438
Closed -$470K 242
2018
Q4
$470K Buy
+438
New +$419K 0.08% 129
2017
Q3
Sell
-100
Closed -$127K 186
2017
Q2
$127K Buy
+100
New +$130K 0.02% 173

Other funds holding SDS