HCR Wealth Advisors’s ProShares Short 20+ Year Treasury ETF TBF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-391,725
| Closed | -$6.26M | – | 205 |
|
|
2021
Q4 | $6.26M | Sell |
391,725
-12,797
| -3% | -$205K | 0.97% | 17 |
|
|
2021
Q3 | $6.75M | Sell |
404,522
-1,214
| -0.3% | -$20.2K | 1.13% | 14 |
|
|
2021
Q2 | $6.85M | Buy |
405,736
+7,337
| +2% | +$124K | 1.19% | 13 |
|
|
2021
Q1 | $7.22M | Buy |
+398,399
| New | +$7.22M | 1.43% | 10 |
|
|
2018
Q4 | – | Sell |
-249,461
| Closed | -$6M | – | 170 |
|
|
2018
Q3 | $6M | Sell |
249,461
-50
| -0% | -$1.2K | 1.96% | 6 |
|
|
2018
Q2 | $5.65M | Buy |
249,511
+18,901
| +8% | +$428K | 1.85% | 6 |
|
|
2018
Q1 | $5.24M | Buy |
230,610
+34,750
| +18% | +$789K | 1.82% | 6 |
|
|
2017
Q4 | $4.28M | Sell |
195,860
-5,275
| -3% | -$115K | 1.5% | 11 |
|
|
2017
Q3 | $4.51M | Hold |
201,135
| – | – | 1.9% | 7 |
|
|
2017
Q2 | $4.52M | Buy |
201,135
+8,400
| +4% | +$189K | 2.23% | 3 |
|
|
2017
Q1 | $4.52M | Buy |
192,735
+84,005
| +77% | +$1.97M | 2.32% | 4 |
|
|
2016
Q4 | $2.6M | Buy |
+108,730
| New | +$2.6M | 1.37% | 19 |
|