Geneos Wealth Management’s ProShares Short High Yield SJB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-12,956
| Closed | -$237K | – | 2139 |
|
|
2023
Q2 | $237K | Buy |
12,956
+4,889
| +61% | +$89.6K | 0.01% | 642 |
|
|
2023
Q1 | $148K | Buy |
8,067
+1,737
| +27% | +$31.9K | 0.01% | 732 |
|
|
2022
Q4 | $120K | Buy |
+6,330
| New | +$120K | 0.01% | 778 |
|
|
2020
Q3 | – | Sell |
-2,370
| Closed | -$49K | – | 2685 |
|
|
2020
Q2 | $49K | Buy |
+2,370
| New | +$49K | ﹤0.01% | 1224 |
|