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Carolinas Wealth Consulting’s ProShares Short S&P500 SH Stock Holding History

Carolinas Wealth Consulting’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
2021
Q1 		– Sell
-997
Closed -$72K – 990
2020
Q4 		$72K Hold
997
– – 0.02% 277
2020
Q3 		$81K Hold
997
– – 0.03% 217
2020
Q2 		$89K Buy
+997
New +$95.8K 0.04% 159

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TGCMU
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GA
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TRCT
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NC
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TC
Telemus Capital Southfield, Michigan $1.21B AUM 23.28% 1-Year Est. Return
KIG
Kessler Investment Group Columbus, Indiana $234M AUM 51.88% 1-Year Est. Return

Carolinas Wealth Consulting's SH Position: Q1 2021 in Review

Carolinas Wealth Consulting sold out of ProShares Short S&P500 (SH) in Q1 2021, closing a stake of 997 shares — an estimated $72K sold.

Carolinas Wealth Consulting first reported a position in SH in Q2 2020 and held it in 3 quarters. The position peaked at $89K in Q2 2020. 167 funds tracked by Wall St. Rank hold SH as of Q1 2021.

  • Carolinas Wealth Consulting reported no remaining ProShares Short S&P500 position as of Q1 2021 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 997 ProShares Short S&P500 shares in Q1 2021, an estimated $72K.
  • Carolinas Wealth Consulting first reported a position in ProShares Short S&P500 in Q2 2020 and held it in 3 quarters.
  • Carolinas Wealth Consulting's ProShares Short S&P500 position peaked at $89K in Q2 2020.
  • 167 funds tracked by Wall St. Rank held ProShares Short S&P500 as of Q1 2021.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2021, filed 17 May 2021.