MWM
SH icon

Maltin Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Maltin Wealth Management’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,949
Closed -$484K – 121
2021
Q3 		$484K Sell
7,949
-2,002
-20% -$119K 0.3% 71
2021
Q2 		$613K Sell
9,951
-567
-5% -$36K 0.37% 64
2021
Q1 		$705K Sell
10,518
-931
-8% -$64.6K 0.46% 55
2020
Q4 		$823K Sell
11,449
-6,716
-37% -$513K 0.58% 44
2020
Q3 		$1.48M Sell
18,165
-1,969
-10% -$163K 1.05% 32
2020
Q2 		$1.8M Sell
20,134
-6,523
-24% -$627K 1.36% 22
2020
Q1 		$2.95M Buy
26,657
+21,455
+412% +$2.17M 2.51% 10
2019
Q4 		$500K Buy
+5,202
New +$525K 0.32% 45

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $6.6B AUM 44.93% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $205M AUM 37.96% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
IAN
Integrated Advisors Network Dallas, Texas $1.91B AUM 24.91% 1-Year Est. Return
NC
Naman Capital Sao Paulo, Brazil $360M AUM 27.43% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $6.07B AUM 11.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return