SFWA
SH icon

Summit Financial Wealth Advisors’s ProShares Short S&P500 SH Stock Holding History

Summit Financial Wealth Advisors’s Portfolio SH Stock Details SH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-3,013
Closed -$195K – 133
2022
Q3 		$195K Buy
+3,013
New +$189K 0.06% 115
2021
Q4 		– Sell
-2,878
Closed -$175K – 143
2021
Q3 		$175K Buy
+2,878
New +$172K 0.04% 124
2020
Q2 		– Sell
-2,500
Closed -$267K – 130
2020
Q1 		$267K Buy
+2,500
New +$253K 0.08% 97
2017
Q2 		– Sell
-1,647
Closed -$227K – 150
2017
Q1 		$227K Sell
1,647
-63
-4% -$8.86K 0.1% 128
2016
Q4 		$250K Sell
1,710
-112
-6% -$16.9K 0.11% 121
2016
Q3 		$277K Buy
+1,822
New +$279K 0.12% 117
2015
Q2 		– Sell
-2,500
Closed -$421K – 277
2015
Q1 		$421K Buy
+2,500
New +$432K 0.29% 53

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KWM
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HighTower Advisors
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OA
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MCP
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Mercer Global Advisors
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BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return