Guardian Wealth Advisors (North Carolina)’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 | $2.86M | Buy |
+72,058
| New | +$2.86M | 0.2% | 71 |
|
|
2024
Q4 | – | Sell |
-121,061
| Closed | -$5.25M | – | 532 |
|
|
2024
Q3 | $5.25M | Buy |
+121,061
| New | +$5.25M | 0.56% | 32 |
|
|
2023
Q2 | – | Sell |
-126,738
| Closed | -$7.6M | – | 435 |
|
|
2023
Q1 | $7.6M | Buy |
126,738
+33,617
| +36% | +$2.02M | 1.33% | 16 |
|
|
2022
Q4 | $5.97M | Sell |
93,121
-1,056
| -1% | -$67.7K | 1.15% | 16 |
|
|
2022
Q3 | $6.51M | Sell |
94,177
-246
| -0.3% | -$17K | 1.21% | 15 |
|
|
2022
Q2 | $6.23M | Sell |
94,423
-17,642
| -16% | -$1.16M | 1.14% | 15 |
|
|
2022
Q1 | $6.32M | Buy |
+112,065
| New | +$6.32M | 2.72% | 8 |
|