Strategic Wealth Partners’s ProShares Short Russell2000 RWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-17,696
| Closed | -$428K | – | 296 |
|
2023
Q3 | $428K | Sell |
17,696
-4,274
| -19% | -$103K | 0.06% | 217 |
|
2023
Q2 | $502K | Buy |
21,970
+8,774
| +66% | +$200K | 0.06% | 203 |
|
2023
Q1 | $316K | Sell |
13,196
-2,300
| -15% | -$55.1K | 0.05% | 209 |
|
2022
Q4 | $381K | Buy |
15,496
+6,030
| +64% | +$148K | 0.07% | 193 |
|
2022
Q3 | $250K | Buy |
+9,466
| New | +$250K | 0.05% | 240 |
|