HCR Wealth Advisors’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
Q2 | – | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $284K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $666K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $8.36M | Sell |
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|
2023
Q1 | $10.2M | Sell |
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|
2022
Q4 | $10.9M | Buy |
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|
2022
Q3 | $9.15M | Buy |
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|
2022
Q2 | $5.64M | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $418K | Sell |
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|
2020
Q3 | $15.4M | Sell |
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|
2020
Q2 | $33.6M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $8.88M | Buy |
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|
2019
Q1 | $8.91M | Buy |
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|
2018
Q4 | $3.27M | Buy |
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