Allworth Financial’s ProShares Ultra Utilities UPW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-240
| Closed | -$15.2K | – | 3392 |
|
|
2023
Q1 | $15.2K | Hold |
240
| – | – | ﹤0.01% | 1610 |
|
|
2022
Q4 | $16.8K | Hold |
240
| – | – | ﹤0.01% | 1455 |
|
|
2022
Q3 | $15K | Hold |
240
| – | – | ﹤0.01% | 1427 |
|
|
2022
Q2 | $17K | Hold |
240
| – | – | ﹤0.01% | 1321 |
|
|
2022
Q1 | $19K | Hold |
240
| – | – | ﹤0.01% | 1289 |
|
|
2021
Q4 | $18K | Hold |
240
| – | – | ﹤0.01% | 1170 |
|
|
2021
Q3 | $14K | Hold |
240
| – | – | ﹤0.01% | 1161 |
|
|
2021
Q2 | $14K | Hold |
240
| – | – | ﹤0.01% | 952 |
|
|
2021
Q1 | $14K | Buy |
+240
| New | +$14K | ﹤0.01% | 894 |
|