Sequoia Financial Advisors’s ProShares UltraShort Yen YCS Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2015
Q4 | – | Sell |
-10,564
| Closed | -$232K | – | 187 |
|
2015
Q3 | $232K | Sell |
10,564
-8,508
| -45% | -$187K | 0.1% | 144 |
|
2015
Q2 | $440K | Sell |
19,072
-4,000
| -17% | -$92.3K | 0.19% | 102 |
|
2015
Q1 | $513K | Buy |
23,072
+3,956
| +21% | +$88K | 0.24% | 90 |
|
2014
Q4 | $427K | Buy |
19,116
+2,940
| +18% | +$65.7K | 0.29% | 75 |
|
2014
Q3 | $306K | Hold |
16,176
| – | – | 0.21% | 110 |
|
2014
Q2 | $262K | Buy |
+16,176
| New | +$262K | 0.2% | 119 |
|