National Wealth Management Group’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-3,422
| Closed | -$148K | – | 170 |
|
2024
Q3 | $148K | Sell |
3,422
-163
| -5% | -$7.07K | 0.1% | 137 |
|
2024
Q2 | $164K | Sell |
3,585
-935
| -21% | -$42.7K | 0.12% | 127 |
|
2024
Q1 | $214K | Sell |
4,520
-4
| -0.1% | -$190 | 0.17% | 124 |
|
2023
Q4 | $235K | Buy |
+4,524
| New | +$235K | 0.23% | 119 |
|
2022
Q3 | – | Sell |
-6,271
| Closed | -$414K | – | 152 |
|
2022
Q2 | $414K | Buy |
+6,271
| New | +$414K | 0.52% | 53 |
|