Spectrum Planning & Advisory Services’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
2023
Q4
$3.02M Hold
58,182
4.28% 6
2023
Q3
$3.37M Sell
58,182
-5,498
-9% -$318K 5.31% 6
2023
Q2
$3.53M Hold
63,680
5.29% 6
2023
Q1
$3.82M Sell
63,680
-125
-0.2% -$7.5K 6.2% 6
2022
Q4
$4.09M Buy
63,805
+893
+1% +$57.3K 5.58% 4
2022
Q3
$4.35M Sell
62,912
-1,733
-3% -$120K 4.4% 8
2022
Q2
$4.27M Buy
64,645
+4,369
+7% +$288K 4.45% 9
2022
Q1
$3.4M Buy
60,276
+3,877
+7% +$218K 3.11% 11
2021
Q4
$3.07M Buy
56,399
+5,617
+11% +$306K 2.79% 13
2021
Q3
$3.09M Sell
50,782
-2,588
-5% -$158K 3.03% 12
2021
Q2
$3.29M Buy
53,370
+144
+0.3% +$8.86K 3.16% 12
2021
Q1
$3.57M Sell
53,226
-1,547
-3% -$104K 3.67% 9
2020
Q4
$3.94M Buy
+54,773
New +$3.94M 4.23% 7