Valeo Financial Advisors’s ProShares Short Financials SEF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-130
Closed -$7K 1586
2021
Q1
$7K Hold
130
﹤0.01% 1470
2020
Q4
$8K Hold
130
﹤0.01% 1260
2020
Q3
$10K Hold
130
﹤0.01% 1090
2020
Q2
$10K Hold
130
﹤0.01% 1289
2020
Q1
$11K Buy
+130
New +$10.9K ﹤0.01% 1069
2017
Q4
Sell
-89
Closed -$8.51K 1420
2017
Q3
$9K Buy
+89
New +$9.1K ﹤0.01% 734

Other funds holding SEF

Valeo Financial Advisors's SEF Position: Q2 2021 in Review

Valeo Financial Advisors sold out of ProShares Short Financials (SEF) in Q2 2021, closing a stake of 130 shares — an estimated $7K sold.

Valeo Financial Advisors first reported a position in SEF in Q3 2017 and held it in 6 quarters. The position peaked at $11K in Q1 2020. 8 funds tracked by Wall St. Rank hold SEF as of Q2 2021.

  • Valeo Financial Advisors reported no remaining ProShares Short Financials position as of Q2 2021 after selling out during the quarter.
  • Valeo Financial Advisors sold 130 ProShares Short Financials shares in Q2 2021, an estimated $7K.
  • Valeo Financial Advisors first reported a position in ProShares Short Financials in Q3 2017 and held it in 6 quarters.
  • Valeo Financial Advisors's ProShares Short Financials position peaked at $11K in Q1 2020.
  • 8 funds tracked by Wall St. Rank held ProShares Short Financials as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.