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Partnership Wealth Management’s ProShares UltraShort Real Estate SRS Stock Holding History

Partnership Wealth Management’s Portfolio SRS Stock Details SRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9
Closed -$545 – 213
2024
Q2 		$545 Hold
9
– – ﹤0.01% 208
2024
Q1 		$525 Hold
9
– – ﹤0.01% 206
2023
Q4 		$570 Buy
+9
New +$672 ﹤0.01% 207

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Partnership Wealth Management's SRS Position: Q3 2024 in Review

Partnership Wealth Management sold out of ProShares UltraShort Real Estate (SRS) in Q3 2024, closing a stake of 9 shares — an estimated $545 sold.

Partnership Wealth Management first reported a position in SRS in Q4 2023 and held it in 3 quarters. The position peaked at $570 in Q4 2023. 13 funds tracked by Wall St. Rank hold SRS as of Q3 2024.

  • Partnership Wealth Management reported no remaining ProShares UltraShort Real Estate position as of Q3 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 9 ProShares UltraShort Real Estate shares in Q3 2024, an estimated $545.
  • Partnership Wealth Management first reported a position in ProShares UltraShort Real Estate in Q4 2023 and held it in 3 quarters.
  • Partnership Wealth Management's ProShares UltraShort Real Estate position peaked at $570 in Q4 2023.
  • 13 funds tracked by Wall St. Rank held ProShares UltraShort Real Estate as of Q3 2024.

Based on Partnership Wealth Management's 13F filing for Q3 2024, filed 8 Oct 2024.