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Planning Capital Management Corporation’s ProShares Short High Yield SJB Stock Holding History

Planning Capital Management Corporation’s Portfolio SJB Stock Details SJB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-700
Closed -$12K – 754
2024
Q1 		$12K Sell
700
-200
-22% -$3.46K 0.01% 392
2023
Q4 		$15.5K Buy
+900
New +$16.4K 0.01% 349

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AWM
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JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
Jane Street
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LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Planning Capital Management Corporation's SJB Position: Q2 2024 in Review

Planning Capital Management Corporation sold out of ProShares Short High Yield (SJB) in Q2 2024, closing a stake of 700 shares — an estimated $12K sold.

Planning Capital Management Corporation first reported a position in SJB in Q4 2023 and held it in 2 quarters. The position peaked at $15.5K in Q4 2023. 28 funds tracked by Wall St. Rank hold SJB as of Q2 2024.

  • Planning Capital Management Corporation reported no remaining ProShares Short High Yield position as of Q2 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 700 ProShares Short High Yield shares in Q2 2024, an estimated $12K.
  • Planning Capital Management Corporation first reported a position in ProShares Short High Yield in Q4 2023 and held it in 2 quarters.
  • Planning Capital Management Corporation's ProShares Short High Yield position peaked at $15.5K in Q4 2023.
  • 28 funds tracked by Wall St. Rank held ProShares Short High Yield as of Q2 2024.

Based on Planning Capital Management Corporation's 13F filing for Q2 2024, filed 12 Aug 2024.