9WM
9258 Wealth Management’s ProShares Ultra Financials UYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $783K | Sell |
10,250
-6,000
| -37% | -$459K | 0.12% | 145 |
|
|
2024
Q2 | $1.04M | Sell |
16,250
-1,200
| -7% | -$76.8K | 0.16% | 116 |
|
|
2024
Q1 | $1.19M | Hold |
17,450
| – | – | 0.19% | 104 |
|
|
2023
Q4 | $963K | Hold |
17,450
| – | – | 0.17% | 121 |
|
|
2023
Q3 | $761K | Sell |
17,450
-150
| -0.9% | -$6.54K | 0.15% | 128 |
|
|
2023
Q2 | $803K | Hold |
17,600
| – | – | 0.15% | 125 |
|
|
2023
Q1 | $743K | Hold |
17,600
| – | – | 0.15% | 127 |
|
|
2022
Q4 | $803K | Sell |
17,600
-4,000
| -19% | -$182K | 0.17% | 114 |
|
|
2022
Q3 | $820K | Sell |
21,600
-1,800
| -8% | -$68.3K | 0.21% | 107 |
|
|
2022
Q2 | $1.01M | Hold |
23,400
| – | – | 0.26% | 93 |
|
|
2022
Q1 | $1.48M | Hold |
23,400
| – | – | 0.34% | 64 |
|
|
2021
Q4 | $1.58M | Hold |
23,400
| – | – | 0.36% | 54 |
|
|
2021
Q3 | $1.48M | Hold |
23,400
| – | – | 0.4% | 49 |
|
|
2021
Q2 | $1.45M | Hold |
23,400
| – | – | 0.39% | 51 |
|
|
2021
Q1 | $1.24M | Hold |
23,400
| – | – | 0.37% | 58 |
|
|
2020
Q4 | $990K | Hold |
23,400
| – | – | 0.32% | 77 |
|
|
2020
Q3 | $689K | Sell |
23,400
-1,800
| -7% | -$53K | 0.26% | 91 |
|
|
2020
Q2 | $733K | Hold |
25,200
| – | – | 0.3% | 89 |
|
|
2020
Q1 | $682K | Hold |
25,200
| – | – | 0.3% | 93 |
|
|
2019
Q4 | $1.35M | Buy |
+25,200
| New | +$1.35M | 0.5% | 43 |
|