Creative Planning’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-3,554
| Closed | -$76K | – | 3171 |
|
|
2017
Q2 | $76K | Buy |
+3,554
| New | +$76K | ﹤0.01% | 2173 |
|
|
2015
Q2 | – | Sell |
-500
| Closed | -$12K | – | 2414 |
|
|
2015
Q1 | $12K | Hold |
500
| – | – | ﹤0.01% | 3051 |
|
|
2014
Q4 | $12K | Hold |
500
| – | – | ﹤0.01% | 2974 |
|
|
2014
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 2768 |
|
|
2014
Q2 | $13K | Buy |
+500
| New | +$13K | ﹤0.01% | 2696 |
|
|
2013
Q4 | – | Sell |
-2,000
| Closed | -$58K | – | 3439 |
|
|
2013
Q3 | $58K | Sell |
2,000
-75
| -4% | -$2.18K | ﹤0.01% | 1427 |
|
|
2013
Q2 | $61K | Buy |
+2,075
| New | +$61K | ﹤0.01% | 1272 |
|