Kovitz Investment Group Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,222
| Closed | -$330K | – | 1090 |
|
|
2024
Q2 | $330K | Sell |
7,222
-26,945
| -79% | -$1.23M | ﹤0.01% | 719 |
|
|
2024
Q1 | $1.62M | Buy |
+34,167
| New | +$1.62M | 0.02% | 325 |
|
|
2020
Q4 | – | Sell |
-2,463
| Closed | -$200K | – | 403 |
|
|
2020
Q3 | $200K | Buy |
+2,463
| New | +$200K | 0.01% | 379 |
|
|
2020
Q1 | – | Sell |
-4,388
| Closed | -$421K | – | 378 |
|
|
2019
Q4 | $421K | Buy |
+4,388
| New | +$421K | 0.01% | 325 |
|