BFWA
Benchmark Financial Wealth Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-44,949
| Closed | -$600K | – | 83 |
|
|
2022
Q1 | $600K | Buy |
44,949
+15,000
| +50% | +$200K | 0.25% | 38 |
|
|
2021
Q4 | $373K | Hold |
29,949
| – | – | 0.16% | 47 |
|
|
2021
Q3 | $525K | Sell |
29,949
-11,948
| -29% | -$209K | 0.25% | 37 |
|
|
2021
Q2 | $763K | Buy |
41,897
+18,300
| +78% | +$333K | 0.36% | 32 |
|
|
2021
Q1 | $559K | Sell |
23,597
-74,098
| -76% | -$1.76M | 0.31% | 36 |
|
|
2020
Q4 | $578K | Sell |
97,695
-877
| -0.9% | -$5.19K | 0.32% | 33 |
|
|
2020
Q3 | $858K | Buy |
98,572
+20,000
| +25% | +$174K | 0.55% | 28 |
|
|
2020
Q2 | $927K | Buy |
78,572
+48,572
| +162% | +$573K | 0.68% | 24 |
|
|
2020
Q1 | $724K | Buy |
30,000
+19,957
| +199% | +$482K | 0.73% | 18 |
|
|
2019
Q4 | $201K | Buy |
10,043
+43
| +0.4% | +$861 | 0.17% | 37 |
|
|
2019
Q3 | $260K | Buy |
+10,000
| New | +$260K | 0.25% | 30 |
|