Lowe Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.7K | Hold |
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|
2025
Q2 | $17.9K | Hold |
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|
2025
Q1 | $20.1K | Hold |
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|
2024
Q4 | $19.1K | Sell |
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|
2024
Q3 | $65.2K | Sell |
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|
2024
Q2 | $108K | Sell |
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|
2024
Q1 | $419K | Sell |
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|
2023
Q4 | $2.67M | Sell |
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|
2023
Q3 | $3.56M | Sell |
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|
2023
Q2 | $3.59M | Sell |
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|
2023
Q1 | $4.09M | Buy |
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|
2022
Q4 | $4.19M | Buy |
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|
2022
Q3 | $3.89M | Buy |
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|
2022
Q2 | $1.07M | Buy |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $76K | Sell |
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|
2021
Q3 | $93K | Sell |
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|
2021
Q2 | $105K | Sell |
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|
2021
Q1 | $210K | Sell |
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|
2020
Q4 | $3.5M | Sell |
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|
2020
Q3 | $4.97M | Sell |
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|
2020
Q2 | $5.64M | Buy |
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|
2020
Q1 | $6.68M | Buy |
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|
2019
Q4 | $2.9M | Buy |
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|
2019
Q3 | $3.07M | Buy |
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|
2019
Q2 | $2.68M | Buy |
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|
2019
Q1 | $2.36M | Buy |
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|
2018
Q4 | $75K | Sell |
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|
2018
Q3 | $2.15M | Sell |
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|
2018
Q2 | $2.33M | Buy |
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|
2018
Q1 | $2.39M | Buy |
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|
2017
Q4 | $18K | Hold |
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|
2017
Q3 | $19K | Sell |
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|
2017
Q2 | $28K | Hold |
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|
2017
Q1 | $29K | Sell |
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|
2016
Q4 | $60K | Sell |
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|
2016
Q3 | $3.05M | Sell |
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|
2016
Q2 | $3.19M | Buy |
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|
2016
Q1 | $3.16M | Buy |
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|
2015
Q4 | $10K | Hold |
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|
2015
Q3 | $11K | Buy |
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|
2015
Q2 | $1K | Hold |
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|
2015
Q1 | $1K | Hold |
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|
2014
Q4 | $1K | Buy |
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