LWM
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Liberty Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Liberty Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-1
Closed – – 947
2020
Q2 		$0 Buy
+1
New +$567 ﹤0.01% 969

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TRCT
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BAM
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GI
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TJHA
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Liberty Wealth Management's SDS Position: Q3 2020 in Review

Liberty Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q3 2020, closing a stake of 1 share.

Liberty Wealth Management first reported a position in SDS in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 88 funds tracked by Wall St. Rank hold SDS as of Q3 2020.

  • Liberty Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 1 ProShares UltraShort S&P500 share in Q3 2020.
  • Liberty Wealth Management first reported a position in ProShares UltraShort S&P500 in Q2 2020 and held it in 1 quarter.
  • Liberty Wealth Management's ProShares UltraShort S&P500 position peaked at $0 in Q2 2020.
  • 88 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.