BerganKDV Wealth Management’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $39.8K | Sell |
717
-29
| -4% | -$1.61K | ﹤0.01% | 404 |
|
|
2023
Q1 | $44.7K | Sell |
746
-5
| -0.7% | -$300 | ﹤0.01% | 403 |
|
|
2022
Q4 | $48.2K | Buy |
751
+5
| +0.7% | +$321 | 0.01% | 379 |
|
|
2022
Q3 | $52K | Buy |
746
+43
| +6% | +$3K | 0.01% | 368 |
|
|
2022
Q2 | $46K | Hold |
703
| – | – | 0.01% | 392 |
|
|
2022
Q1 | $40K | Hold |
703
| – | – | ﹤0.01% | 420 |
|
|
2021
Q4 | $38K | Sell |
703
-72
| -9% | -$3.89K | ﹤0.01% | 464 |
|
|
2021
Q3 | $47K | Buy |
775
+115
| +17% | +$6.97K | 0.01% | 410 |
|
|
2021
Q2 | $41K | Hold |
660
| – | – | ﹤0.01% | 421 |
|
|
2021
Q1 | $44K | Buy |
660
+146
| +28% | +$9.73K | 0.01% | 384 |
|
|
2020
Q4 | $37K | Sell |
514
-339
| -40% | -$24.4K | 0.01% | 389 |
|
|
2020
Q3 | $69K | Buy |
+853
| New | +$69K | 0.01% | 303 |
|