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Orgel Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2016
Q4
Sell
-23,419
Closed -$384K 25
2016
Q3
$384K Hold
23,419
0.26% 7
2016
Q2
$417K Hold
23,419
0.18% 8
2016
Q1
$444K Hold
23,419
0.28% 8
2015
Q4
$467K Buy
+23,419
New +$467K 0.4% 10