WFG Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2015
Q1 | – | Sell |
-1,500
| Closed | -$37K | – | 1984 |
|
2014
Q4 | $37K | Hold |
1,500
| – | – | 0.01% | 995 |
|
2014
Q3 | $40K | Hold |
1,500
| – | – | 0.01% | 1006 |
|
2014
Q2 | $40K | Hold |
1,500
| – | – | 0.01% | 1000 |
|
2014
Q1 | $43K | Sell |
1,500
-23
| -2% | -$659 | 0.01% | 967 |
|
2013
Q4 | $46K | Hold |
1,523
| – | – | 0.01% | 1027 |
|
2013
Q3 | $45K | Buy |
1,523
+500
| +49% | +$14.8K | 0.01% | 973 |
|
2013
Q2 | $30K | Buy |
+1,023
| New | +$30K | 0.01% | 1073 |
|