Concert Wealth Management’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-13,186
| Closed | -$2.15M | – | 715 |
|
|
2016
Q1 | $2.15M | Buy |
13,186
+8,907
| +208% | +$1.45M | 0.29% | 82 |
|
|
2015
Q4 | $715K | Sell |
4,279
-8,223
| -66% | -$1.37M | 0.1% | 268 |
|
|
2015
Q3 | $2.25M | Buy |
+12,502
| New | +$2.25M | 0.31% | 67 |
|
|
2013
Q4 | – | Sell |
-1,008
| Closed | -$228K | – | 570 |
|
|
2013
Q3 | $228K | Sell |
1,008
-706
| -41% | -$160K | 0.03% | 447 |
|
|
2013
Q2 | $410K | Buy |
+1,714
| New | +$410K | 0.06% | 267 |
|