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

Teamwork Financial 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
2024
Q1 		– Sell
-3,078
Closed -$160K – 201
2023
Q4 		$160K Sell
3,078
-2,633
-46% -$147K 0.03% 182
2023
Q3 		$331K Buy
+5,711
New +$319K 0.05% 156
2023
Q2 		– Sell
-8,911
Closed -$535K – 205
2023
Q1 		$535K Buy
8,911
+1,000
+13% +$61.8K 0.1% 115
2022
Q4 		$507K Buy
7,911
+1,054
+15% +$67.6K 0.1% 123
2022
Q3 		$474K Sell
6,857
-1,284
-16% -$80.4K 0.1% 120
2022
Q2 		$537K Buy
8,141
+33
+0.4% +$2.04K 0.12% 121
2022
Q1 		$457K Buy
+8,108
New +$468K 0.09% 177
2021
Q2 		– Sell
-5,042
Closed -$338K – 256
2021
Q1 		$338K Buy
+5,042
New +$350K 0.08% 181
2020
Q3 		– Sell
-11,595
Closed -$1.04M – 203
2020
Q2 		$1.04M Buy
11,595
+3,530
+44% +$339K 0.37% 67
2020
Q1 		$892K Buy
+8,065
New +$815K 0.55% 36

Other funds holding SH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
PA
Pineridge Advisors St. Charles, Missouri $350M AUM 6.38% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $409M AUM 30.78% 1-Year Est. Return
ICG
InterOcean Capital Group Nashville, Tennessee $4.19B AUM 26.29% 1-Year Est. Return
CI
CPR Investments Rochester, Michigan $130M AUM 29.7% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $1.89B AUM 19.41% 1-Year Est. Return
JF
Jump Financial Chicago, Illinois $6.76B AUM 33.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return