OneDigital Investment Advisors’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 |
-3,058
| Closed | -$133K | – | 1501 |
|
|
2024
Q3 | $133K | Hold |
3,058
| – | – | ﹤0.01% | 1386 |
|
|
2024
Q2 | $140K | Buy |
+3,058
| New | +$140K | ﹤0.01% | 1313 |
|
|
2020
Q4 | – | Sell |
-3,132
| Closed | -$255K | – | 662 |
|
|
2020
Q3 | $255K | Sell |
3,132
-11,675
| -79% | -$951K | 0.02% | 472 |
|
|
2020
Q2 | $1.32M | Sell |
14,807
-2,549
| -15% | -$228K | 0.1% | 175 |
|
|
2020
Q1 | $1.92M | Buy |
+17,356
| New | +$1.92M | 0.17% | 122 |
|