Laird Norton Wetherby Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $167K | Buy |
+10,000
| New | +$167K | 0.01% | 901 |
|
|
2024
Q4 | $197K | Hold |
10,000
| – | – | 0.01% | 845 |
|
|
2024
Q3 | $206K | Hold |
10,000
| – | – | 0.01% | 866 |
|
|
2024
Q2 | $230K | Hold |
10,000
| – | – | 0.01% | 792 |
|
|
2024
Q1 | $249K | Hold |
10,000
| – | – | 0.01% | 797 |
|
|
2023
Q4 | $299K | Hold |
10,000
| – | – | 0.02% | 721 |
|
|
2023
Q3 | $371K | Hold |
10,000
| – | – | 0.02% | 616 |
|
|
2023
Q2 | $343K | Hold |
10,000
| – | – | 0.02% | 666 |
|
|
2023
Q1 | $400K | Hold |
10,000
| – | – | 0.02% | 609 |
|
|
2022
Q4 | $460K | Hold |
10,000
| – | – | 0.03% | 547 |
|
|
2022
Q3 | $546K | Hold |
10,000
| – | – | 0.04% | 462 |
|
|
2022
Q2 | $503K | Hold |
10,000
| – | – | 0.03% | 503 |
|
|
2022
Q1 | $375K | Buy |
+10,000
| New | +$375K | 0.02% | 616 |
|
|
2021
Q4 | – | Sell |
-22,938
| Closed | -$1.02M | – | 930 |
|
|
2021
Q3 | $1.02M | Buy |
+22,938
| New | +$1.02M | 0.06% | 298 |
|