9258 Wealth Management’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $783K | Sell |
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|
2024
Q2 | $1.04M | Sell |
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|
2024
Q1 | $1.19M | Hold |
|
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|
2023
Q4 | $963K | Hold |
|
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|
2023
Q3 | $761K | Sell |
|
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|
2023
Q2 | $803K | Hold |
|
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|
2023
Q1 | $743K | Hold |
|
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|
2022
Q4 | $803K | Sell |
|
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|
2022
Q3 | $820K | Sell |
|
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|
2022
Q2 | $1.01M | Hold |
|
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|
2022
Q1 | $1.48M | Hold |
|
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|
2021
Q4 | $1.58M | Hold |
|
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|
2021
Q3 | $1.48M | Hold |
|
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|
2021
Q2 | $1.45M | Hold |
|
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|
2021
Q1 | $1.24M | Hold |
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|
2020
Q4 | $990K | Hold |
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|
2020
Q3 | $689K | Sell |
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|
2020
Q2 | $733K | Hold |
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|
2020
Q1 | $682K | Hold |
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|
2019
Q4 | $1.35M | Buy |
|