Strategic Wealth Partners’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57K | Buy |
+90
| New | +$3.57K | ﹤0.01% | 939 |
|
|
2023
Q4 | – | Sell |
-5,128
| Closed | -$297K | – | 297 |
|
|
2023
Q3 | $297K | Sell |
5,128
-1,240
| -19% | -$71.8K | 0.04% | 242 |
|
|
2023
Q2 | $354K | Buy |
6,368
+2,961
| +87% | +$164K | 0.05% | 230 |
|
|
2023
Q1 | $204K | Sell |
3,407
-598
| -15% | -$35.9K | 0.03% | 246 |
|
|
2022
Q4 | $257K | Hold |
4,005
| – | – | 0.05% | 223 |
|
|
2022
Q3 | $277K | Buy |
+4,005
| New | +$277K | 0.06% | 228 |
|