Plante Moran Financial Advisors’s ProShares Short S&P500 SH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-6
| Closed | – | – | 1125 |
|
|
2020
Q4 | $0 | Sell |
6
-6
| -50% | – | ﹤0.01% | 1009 |
|
|
2020
Q3 | $1K | Sell |
12
-1,423
| -99% | -$119K | ﹤0.01% | 817 |
|
|
2020
Q2 | $128K | Buy |
+1,435
| New | +$128K | 0.05% | 181 |
|
|
2014
Q1 | – | Sell |
-19
| Closed | -$4K | – | 685 |
|
|
2013
Q4 | $4K | Buy |
+19
| New | +$4K | ﹤0.01% | 563 |
|