Discipline Wealth Solutions’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
2025
Q2
$653K Sell
16,450
-1,673
-9% -$66.4K 0.25% 51
2025
Q1
$808K Sell
18,123
-2,187
-11% -$97.5K 0.39% 34
2024
Q4
$861K Buy
20,310
+3,187
+19% +$135K 0.4% 36
2024
Q3
$743K Buy
+17,123
New +$743K 0.39% 35