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Transform Wealth’s ProShares Short S&P500 SH Stock Holding History

Transform Wealth’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
2023
Q3 		– Sell
-5,082
Closed -$282K – 269
2023
Q2 		$282K Hold
5,082
– – 0.03% 225
2023
Q1 		$305K Sell
5,082
-34
-0.7% -$2.1K 0.03% 210
2022
Q4 		$328K Buy
5,116
+299
+6% +$19.2K 0.04% 182
2022
Q3 		$333K Buy
+4,817
New +$302K 0.04% 148

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RAG
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WHG
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GS
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KWM
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AWM
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BRWA
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CI
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