OWM
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Orgel Wealth Management’s ProShares Short S&P500 SH Stock Holding History

Orgel Wealth Management’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-5,514
Closed -$336K – 66
2021
Q3 		$336K Buy
+5,514
New +$329K 0.04% 38
2021
Q1 		– Sell
-5,105
Closed -$367K – 57
2020
Q4 		$367K Hold
5,105
– – 0.08% 30
2020
Q3 		$415K Buy
+5,105
New +$424K 0.12% 28

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