Measured Wealth Private Client Group’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-10,643
| Closed | -$180K | – | 191 |
|
|
2021
Q4 | $180K | Sell |
10,643
-8,345
| -44% | -$141K | 0.06% | 158 |
|
|
2021
Q3 | $348K | Sell |
18,988
-14,286
| -43% | -$262K | 0.13% | 102 |
|
|
2021
Q2 | $627K | Sell |
33,274
-1,581
| -5% | -$29.8K | 0.2% | 68 |
|
|
2021
Q1 | $758K | Sell |
34,855
-3,673
| -10% | -$79.9K | 0.27% | 56 |
|
|
2020
Q4 | $633K | Buy |
38,528
+4,117
| +12% | +$67.6K | 0.26% | 49 |
|
|
2020
Q3 | $540K | Buy |
+34,411
| New | +$540K | 0.26% | 61 |
|