BerganKDV Wealth Management’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $39.8K | Sell |
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|
2023
Q1 | $44.7K | Sell |
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|
2022
Q4 | $48.2K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2022
Q2 | $46K | Hold |
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|
2022
Q1 | $40K | Hold |
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|
2021
Q4 | $38K | Sell |
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|
2021
Q3 | $47K | Buy |
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|
2021
Q2 | $41K | Hold |
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|
2021
Q1 | $44K | Buy |
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|
2020
Q4 | $37K | Sell |
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|
2020
Q3 | $69K | Buy |
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