Merriman Wealth Management’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
Q4 | – | Sell |
-10,000
| Closed | -$318K | – | 230 |
|
|
2022
Q3 | $318K | Buy |
+10,000
| New | +$318K | 0.02% | 128 |
|
|
2016
Q4 | – | Sell |
-27,413
| Closed | -$866K | – | 170 |
|
|
2016
Q3 | $866K | Sell |
27,413
-29,029
| -51% | -$917K | 0.18% | 90 |
|
|
2016
Q2 | $1.79M | Buy |
+56,442
| New | +$1.79M | 0.5% | 52 |
|
|
2014
Q1 | – | Sell |
-4,000
| Closed | -$317K | – | 88 |
|
|
2013
Q4 | $317K | Buy |
+4,000
| New | +$317K | 0.13% | 64 |
|