BerganKDV Wealth Management’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $31.2K | Sell |
1,439
-454
| -24% | -$9.85K | ﹤0.01% | 435 |
|
|
2023
Q1 | $40K | Hold |
1,893
| – | – | ﹤0.01% | 419 |
|
|
2022
Q4 | $42.9K | Sell |
1,893
-468
| -20% | -$10.6K | ﹤0.01% | 392 |
|
|
2022
Q3 | $53K | Buy |
2,361
+454
| +24% | +$10.2K | 0.01% | 364 |
|
|
2022
Q2 | $38K | Hold |
1,907
| – | – | ﹤0.01% | 415 |
|
|
2022
Q1 | $34K | Hold |
1,907
| – | – | ﹤0.01% | 442 |
|
|
2021
Q4 | $30K | Sell |
1,907
-150
| -7% | -$2.36K | ﹤0.01% | 487 |
|
|
2021
Q3 | $34K | Buy |
2,057
+497
| +32% | +$8.22K | ﹤0.01% | 451 |
|
|
2021
Q2 | $26K | Hold |
1,560
| – | – | ﹤0.01% | 487 |
|
|
2021
Q1 | $28K | Hold |
1,560
| – | – | ﹤0.01% | 440 |
|
|
2020
Q4 | $25K | Buy |
1,560
+119
| +8% | +$1.91K | ﹤0.01% | 440 |
|
|
2020
Q3 | $22K | Buy |
+1,441
| New | +$22K | ﹤0.01% | 416 |
|