Insight 2811 Inc’s ProShares Short S&P500 SH Stock Holding History

Insight 2811 Inc’s Portfolio SH Stock Details SH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-2,750	Closed	-$153K	–	96
2023 Q2	$153K	Sell	2,750 -2,977	-52%	-$175K	0.08%	94
2023 Q1	$344K	Buy	5,727 +3,180	+125%	+$196K	0.21%	59
2022 Q4	$163K	Sell	2,547 -2,721	-52%	-$174K	0.1%	93
2022 Q3	$364K	Sell	5,268 -556	-10%	-$34.8K	0.25%	50
2022 Q2	$384K	Buy	5,824 +2,019	+53%	+$125K	0.25%	44
2022 Q1	$214K	Buy	3,805 +1,011	+36%	+$58.4K	0.13%	79
2021 Q4	$152K	Buy	2,794 +265	+10%	+$15K	0.09%	80
2021 Q3	$154K	Buy	+2,529	New	+$151K	0.09%	75
2016 Q2	–	Sell	-12,344	Closed	-$2.02M	–	120
2016 Q1	$2.02M	Sell	12,344 -12,215	-50%	-$2.12M	0.79%	20
2015 Q4	$4.1M	Buy	+24,559	New	+$4.11M	1.94%	7
2015 Q2	–	Sell	-24,375	Closed	-$4.18M	–	115
2015 Q1	$4.18M	Hold	24,375	–	–	1.97%	5
2014 Q4	$4.25M	Buy	+24,375	New	+$4.38M	2.07%	6

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RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Kaydan Wealth Management Fenton, Michigan $299M AUM 18.98% 1-Year Est. Return

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return