SWM
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Selective Wealth Management’s ProShares UltraShort S&P500 SDS Stock Holding History

Selective Wealth Management’s Portfolio SDS Stock Details SDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-20
Closed -$8K – 380
2020
Q3 		$8K Buy
+20
New +$8.35K 0.01% 217

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DS
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Selective Wealth Management's SDS Position: Q4 2020 in Review

Selective Wealth Management sold out of ProShares UltraShort S&P500 (SDS) in Q4 2020, closing a stake of 20 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in SDS in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 74 funds tracked by Wall St. Rank hold SDS as of Q4 2020.

  • Selective Wealth Management reported no remaining ProShares UltraShort S&P500 position as of Q4 2020 after selling out during the quarter.
  • Selective Wealth Management sold 20 ProShares UltraShort S&P500 shares in Q4 2020, an estimated $8K.
  • Selective Wealth Management first reported a position in ProShares UltraShort S&P500 in Q3 2020 and held it in 1 quarter.
  • Selective Wealth Management's ProShares UltraShort S&P500 position peaked at $8K in Q3 2020.
  • 74 funds tracked by Wall St. Rank held ProShares UltraShort S&P500 as of Q4 2020.

Based on Selective Wealth Management's 13F filing for Q4 2020, filed 22 Jan 2021.