Carson Wealth (CWM LLC)’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-67
| Closed | -$3K | – | 5297 |
|
|
2025
Q1 | $3K | Hold |
67
| – | – | ﹤0.01% | 4678 |
|
|
2024
Q4 | $3K | Hold |
67
| – | – | ﹤0.01% | 4452 |
|
|
2024
Q3 | $3K | Hold |
67
| – | – | ﹤0.01% | 4320 |
|
|
2024
Q2 | $4K | Buy |
67
+1
| +2% | +$60 | ﹤0.01% | 4006 |
|
|
2024
Q1 | $4K | Sell |
66
-234
| -78% | -$14.2K | ﹤0.01% | 3791 |
|
|
2023
Q4 | $16K | Buy |
+300
| New | +$16K | ﹤0.01% | 2921 |
|
|
2023
Q3 | – | Sell |
-14
| Closed | -$1K | – | 4508 |
|
|
2023
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 4060 |
|
|
2023
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 4322 |
|
|
2022
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 4231 |
|
|
2022
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 4155 |
|
|
2022
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 4064 |
|