Wealthspire Advisors (Maryland)’s ProShares Trust UltraShort Lehman 7-10 Year Treasury PST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-370
| Closed | -$8K | – | 2571 |
|
|
2018
Q4 | $8K | Sell |
370
-900
| -71% | -$19.5K | ﹤0.01% | 1565 |
|
|
2018
Q3 | $30K | Hold |
1,270
| – | – | ﹤0.01% | 1152 |
|
|
2018
Q2 | $29K | Hold |
1,270
| – | – | ﹤0.01% | 1170 |
|
|
2018
Q1 | $29K | Hold |
1,270
| – | – | ﹤0.01% | 1176 |
|
|
2017
Q4 | $27K | Hold |
1,270
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q3 | $27K | Hold |
1,270
| – | – | ﹤0.01% | 1199 |
|
|
2017
Q2 | $27K | Buy |
+1,270
| New | +$27K | ﹤0.01% | 1159 |
|