Creative Planning’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $277K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $174K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $0 | Sell |
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|
2021
Q4 | $506K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $871K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | $213K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $39K | Sell |
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|
2017
Q1 | $186K | Buy |
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|
2016
Q4 | $156K | Buy |
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|
2016
Q3 | $143K | Sell |
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|
2016
Q2 | $155K | Sell |
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|
2016
Q1 | $174K | Buy |
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|
2015
Q4 | $72K | Sell |
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|
2015
Q3 | $85K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $6K | Sell |
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|
2014
Q4 | $12K | Buy |
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|
2014
Q3 | $2K | Sell |
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|
2014
Q2 | $9K | Sell |
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|
2014
Q1 | $89K | Sell |
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|
2013
Q4 | $158K | Sell |
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|
2013
Q3 | $188K | Buy |
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|
2013
Q2 | $183K | Buy |
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