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Perigon Wealth Management’s ProShares Short VIX Short-Term Futures ETF SVXY Stock Holding History

Perigon Wealth Management’s Portfolio SVXY Stock Details SVXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-320
Closed -$8K – 548
2018
Q1 		$8K Buy
+320
New +$36.9K ﹤0.01% 531

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N
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Perigon Wealth Management's SVXY Position: Q2 2018 in Review

Perigon Wealth Management sold out of ProShares Short VIX Short-Term Futures ETF (SVXY) in Q2 2018, closing a stake of 320 shares — an estimated $8K sold.

Perigon Wealth Management first reported a position in SVXY in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 54 funds tracked by Wall St. Rank hold SVXY as of Q2 2018.

  • Perigon Wealth Management reported no remaining ProShares Short VIX Short-Term Futures ETF position as of Q2 2018 after selling out during the quarter.
  • Perigon Wealth Management sold 320 ProShares Short VIX Short-Term Futures ETF shares in Q2 2018, an estimated $8K.
  • Perigon Wealth Management first reported a position in ProShares Short VIX Short-Term Futures ETF in Q1 2018 and held it in 1 quarter.
  • Perigon Wealth Management's ProShares Short VIX Short-Term Futures ETF position peaked at $8K in Q1 2018.
  • 54 funds tracked by Wall St. Rank held ProShares Short VIX Short-Term Futures ETF as of Q2 2018.

Based on Perigon Wealth Management's 13F filing for Q2 2018, filed 7 Aug 2018.