Spire Wealth Management’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-58
| Closed | -$1.97K | – | 2557 |
|
|
2025
Q1 | $1.97K | Hold |
58
| – | – | ﹤0.01% | 2283 |
|
|
2024
Q4 | $2.14K | Buy |
58
+1
| +2% | +$37 | ﹤0.01% | 2240 |
|
|
2024
Q3 | $1.7K | Buy |
57
+1
| +2% | +$30 | ﹤0.01% | 2029 |
|
|
2024
Q2 | $1.94K | Hold |
56
| – | – | ﹤0.01% | 2013 |
|
|
2024
Q1 | $1.85K | Hold |
56
| – | – | ﹤0.01% | 2114 |
|
|
2023
Q4 | $1.86K | Buy |
56
+1
| +2% | +$33 | ﹤0.01% | 2156 |
|
|
2023
Q3 | $2.14K | Buy |
55
+1
| +2% | +$39 | ﹤0.01% | 2125 |
|
|
2023
Q2 | $1.59K | Hold |
54
| – | – | ﹤0.01% | 2231 |
|
|
2023
Q1 | $1.5K | Buy |
54
+1
| +2% | +$28 | ﹤0.01% | 2318 |
|
|
2022
Q4 | $2K | Sell |
53
-559
| -91% | -$21.1K | ﹤0.01% | 2107 |
|
|
2022
Q3 | $19K | Sell |
612
-630
| -51% | -$19.6K | ﹤0.01% | 1358 |
|
|
2022
Q2 | $32K | Buy |
1,242
+1,128
| +989% | +$29.1K | ﹤0.01% | 1483 |
|
|
2022
Q1 | $2K | Hold |
114
| – | – | ﹤0.01% | 2421 |
|
|
2021
Q4 | $2K | Hold |
114
| – | – | ﹤0.01% | 2803 |
|
|
2021
Q3 | $2K | Hold |
114
| – | – | ﹤0.01% | 2487 |
|
|
2021
Q2 | $2K | Sell |
114
-8,846
| -99% | -$155K | ﹤0.01% | 2501 |
|
|
2021
Q1 | $195K | Buy |
+8,960
| New | +$195K | 0.01% | 1079 |
|