First Foundation Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-11,656
| Closed | -$352K | – | 454 |
|
2023
Q4 | $352K | Buy |
+11,656
| New | +$352K | 0.02% | 268 |
|
2022
Q1 | – | Sell |
-16,585
| Closed | -$280K | – | 456 |
|
2021
Q4 | $280K | Buy |
+16,585
| New | +$280K | 0.01% | 353 |
|
2021
Q3 | – | Sell |
-12,945
| Closed | -$244K | – | 471 |
|
2021
Q2 | $244K | Hold |
12,945
| – | – | 0.01% | 395 |
|
2021
Q1 | $281K | Buy |
+12,945
| New | +$281K | 0.01% | 349 |
|