Lowe Wealth Advisors’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
Q2 | $17.9K | Hold |
451
| – | – | 0.01% | 211 |
|
|
2025
Q1 | $20.1K | Hold |
451
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $19.1K | Sell |
451
-1,050
| -70% | -$44.5K | 0.01% | 187 |
|
|
2024
Q3 | $65.2K | Sell |
1,501
-859
| -36% | -$37.3K | 0.03% | 109 |
|
|
2024
Q2 | $108K | Sell |
2,360
-6,468
| -73% | -$295K | 0.05% | 70 |
|
|
2024
Q1 | $419K | Sell |
8,828
-42,479
| -83% | -$2.02M | 0.2% | 32 |
|
|
2023
Q4 | $2.67M | Sell |
51,307
-10,212
| -17% | -$531K | 1.32% | 13 |
|
|
2023
Q3 | $3.56M | Sell |
61,519
-3,101
| -5% | -$179K | 1.89% | 12 |
|
|
2023
Q2 | $3.59M | Sell |
64,620
-3,594
| -5% | -$200K | 1.82% | 12 |
|
|
2023
Q1 | $4.09M | Buy |
68,214
+2,868
| +4% | +$172K | 2.2% | 9 |
|
|
2022
Q4 | $4.19M | Buy |
65,346
+9,080
| +16% | +$582K | 2.31% | 9 |
|
|
2022
Q3 | $3.89M | Buy |
56,266
+40,024
| +246% | +$2.77M | 2.29% | 9 |
|
|
2022
Q2 | $1.07M | Buy |
16,242
+14,841
| +1,059% | +$980K | 0.59% | 20 |
|
|
2022
Q1 | $79K | Hold |
1,401
| – | – | 0.04% | 80 |
|
|
2021
Q4 | $76K | Sell |
1,401
-125
| -8% | -$6.78K | 0.03% | 78 |
|
|
2021
Q3 | $93K | Sell |
1,526
-186
| -11% | -$11.3K | 0.04% | 70 |
|
|
2021
Q2 | $105K | Sell |
1,712
-1,426
| -45% | -$87.5K | 0.05% | 64 |
|
|
2021
Q1 | $210K | Sell |
3,138
-45,573
| -94% | -$3.05M | 0.11% | 38 |
|
|
2020
Q4 | $3.5M | Sell |
48,711
-12,388
| -20% | -$890K | 1.78% | 12 |
|
|
2020
Q3 | $4.97M | Sell |
61,099
-1,983
| -3% | -$161K | 2.76% | 10 |
|
|
2020
Q2 | $5.64M | Buy |
63,082
+2,741
| +5% | +$245K | 3.32% | 9 |
|
|
2020
Q1 | $6.68M | Buy |
60,341
+30,177
| +100% | +$3.34M | 4.7% | 7 |
|
|
2019
Q4 | $2.9M | Buy |
30,164
+799
| +3% | +$76.7K | 1.61% | 13 |
|
|
2019
Q3 | $3.07M | Buy |
29,365
+4,163
| +17% | +$435K | 1.83% | 13 |
|
|
2019
Q2 | $2.68M | Buy |
25,202
+3,837
| +18% | +$408K | 1.61% | 13 |
|
|
2019
Q1 | $2.36M | Buy |
21,365
+20,769
| +3,485% | +$2.3M | 1.43% | 15 |
|
|
2018
Q4 | $75K | Sell |
596
-19,124
| -97% | -$2.41M | 0.05% | 46 |
|
|
2018
Q3 | $2.16M | Sell |
19,720
-103
| -0.5% | -$11.3K | 1.27% | 14 |
|
|
2018
Q2 | $2.33M | Buy |
19,823
+112
| +0.6% | +$13.1K | 1.44% | 14 |
|
|
2018
Q1 | $2.39M | Buy |
19,711
+19,563
| +13,218% | +$2.37M | 1.5% | 14 |
|
|
2017
Q4 | $18K | Hold |
148
| – | – | 0.01% | 123 |
|
|
2017
Q3 | $19K | Sell |
148
-60
| -29% | -$7.7K | 0.01% | 116 |
|
|
2017
Q2 | $28K | Hold |
208
| – | – | 0.02% | 81 |
|
|
2017
Q1 | $29K | Sell |
208
-200
| -49% | -$27.9K | 0.02% | 78 |
|
|
2016
Q4 | $60K | Sell |
408
-19,602
| -98% | -$2.88M | 0.04% | 54 |
|
|
2016
Q3 | $3.05M | Sell |
20,010
-98
| -0.5% | -$14.9K | 2.06% | 13 |
|
|
2016
Q2 | $3.19M | Buy |
20,108
+771
| +4% | +$122K | 2.14% | 12 |
|
|
2016
Q1 | $3.16M | Buy |
19,337
+19,275
| +31,089% | +$3.15M | 2.17% | 12 |
|
|
2015
Q4 | $10K | Hold |
62
| – | – | 0.01% | 130 |
|
|
2015
Q3 | $11K | Buy |
62
+56
| +933% | +$9.94K | 0.01% | 124 |
|
|
2015
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 218 |
|
|
2015
Q1 | $1K | Hold |
6
| – | – | ﹤0.01% | 215 |
|
|
2014
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 191 |
|