Laidlaw Wealth Management’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
Q1 | – | Sell |
-57,175
| Closed | -$2.42M | – | 138 |
|
|
2024
Q4 | $2.42M | Buy |
57,175
+31,889
| +126% | +$1.35M | 1.06% | 24 |
|
|
2024
Q3 | $1.1M | Buy |
25,286
+19,036
| +305% | +$826K | 0.54% | 59 |
|
|
2024
Q2 | $285K | Buy |
+6,250
| New | +$285K | 0.16% | 136 |
|
|
2024
Q1 | – | Sell |
-19,625
| Closed | -$1.02M | – | 228 |
|
|
2023
Q4 | $1.02M | Buy |
+19,625
| New | +$1.02M | 0.37% | 79 |
|
|
2023
Q3 | – | Sell |
-7,046
| Closed | -$391K | – | 358 |
|
|
2023
Q2 | $391K | Sell |
7,046
-20,159
| -74% | -$1.12M | 0.08% | 223 |
|
|
2023
Q1 | $1.63M | Sell |
27,205
-50
| -0.2% | -$3K | 0.33% | 82 |
|
|
2022
Q4 | $1.75M | Buy |
27,255
+349
| +1% | +$22.4K | 0.37% | 74 |
|
|
2022
Q3 | $1.86M | Buy |
+26,906
| New | +$1.86M | 0.43% | 66 |
|