BC
SH icon

Burleson & Co’s ProShares Short S&P500 SH Stock Holding History

Burleson & Co’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Hold
0
– – – 506
2022
Q1 		– Hold
0
– – – 453
2020
Q4 		– Sell
-56,325
Closed -$4.36M – 137
2020
Q3 		$4.36M Buy
+56,325
New +$4.68M 0.83% 27
2020
Q2 		– Hold
0
– – – 125
2020
Q1 		– Sell
-35,000
Closed -$3.54M – 127
2019
Q4 		$3.27M Buy
35,000
+7,500
+27% +$757K 0.92% 29
2019
Q3 		$2.85M Buy
+27,500
New +$2.91M 0.99% 30
2019
Q2 		– Hold
0
– – – 106
2018
Q3 		– Hold
0
– – – 112
2018
Q2 		– Hold
0
– – – 111
2018
Q1 		– Hold
0
– – – 107

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFM
Stack Financial Management Whitefish, Montana $1.36B AUM 28.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
OA
Oxbow Advisors Austin, Texas $1.18B AUM 28.15% 1-Year Est. Return
KWM
Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return
FFC
Fure Financial Corporation Bloomington, Minnesota $122M AUM 1.51% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return