MWM
Mascoma Wealth Management’s ProShares Short S&P500 SH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-141
| Closed | -$5.98K | – | 533 |
|
|
2024
Q4 | $5.98K | Sell |
141
-426
| -75% | -$18.1K | ﹤0.01% | 391 |
|
|
2024
Q3 | $6.15K | Hold |
567
| – | – | ﹤0.01% | 370 |
|
|
2024
Q2 | $6.47K | Buy |
+567
| New | +$6.47K | ﹤0.01% | 384 |
|
|
2018
Q2 | – | Sell |
-2,500
| Closed | -$76K | – | 404 |
|
|
2018
Q1 | $76K | Hold |
2,500
| – | – | 0.05% | 123 |
|
|
2017
Q4 | $73K | Sell |
2,500
-250
| -9% | -$7.3K | 0.05% | 126 |
|
|
2017
Q3 | $88K | Buy |
2,750
+250
| +10% | +$8K | 0.06% | 120 |
|
|
2017
Q2 | $84K | Hold |
2,500
| – | – | 0.06% | 124 |
|
|
2017
Q1 | $86K | Hold |
2,500
| – | – | 0.06% | 110 |
|
|
2016
Q4 | $91K | Buy |
+2,500
| New | +$91K | 0.07% | 106 |
|