Peak Financial Advisors’s ProShares Short High Yield SJB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-268,426
Closed -$4.92M 74
2023
Q2
$4.92M Buy
268,426
+11,233
+4% +$206K 3.86% 8
2023
Q1
$4.72M Buy
257,193
+69,163
+37% +$1.27M 3.99% 8
2022
Q4
$3.57M Buy
+188,030
New +$3.57M 3.26% 9