CF
SH icon

Clarity Financial’s ProShares Short S&P500 SH Stock Holding History

Clarity Financial’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
2024
Q4 		– Sell
-38,861
Closed -$1.69M – 155
2024
Q3 		$1.69M Buy
+38,861
New +$1.76M 0.2% 54
2024
Q2 		– Sell
-74,695
Closed -$3.54M – 129
2024
Q1 		$3.54M Buy
+74,695
New +$3.74M 0.55% 39
2023
Q3 		– Sell
-26,949
Closed -$1.5M – 125
2023
Q2 		$1.5M Buy
+26,949
New +$1.59M 0.22% 48
2022
Q2 		– Sell
-13,172
Closed -$742K – 98
2022
Q1 		$742K Sell
13,172
-27,311
-67% -$1.58M 0.15% 56
2021
Q4 		$2.21M Buy
+40,483
New +$2.3M 0.35% 49

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FNC
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RAG
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UBS Group
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AWA
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WAM
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MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
SWA
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AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return