Allworth Financial’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.1K | Hold |
420
| – | – | ﹤0.01% | 2074 |
|
|
2025
Q1 | $34.4K | Buy |
+420
| New | +$34.4K | ﹤0.01% | 1737 |
|
|
2023
Q2 | – | Sell |
-489
| Closed | -$20.7K | – | 3394 |
|
|
2023
Q1 | $20.7K | Hold |
489
| – | – | ﹤0.01% | 1433 |
|
|
2022
Q4 | $22.3K | Hold |
489
| – | – | ﹤0.01% | 1313 |
|
|
2022
Q3 | $19K | Hold |
489
| – | – | ﹤0.01% | 1325 |
|
|
2022
Q2 | $21K | Hold |
489
| – | – | ﹤0.01% | 1234 |
|
|
2022
Q1 | $31K | Hold |
489
| – | – | ﹤0.01% | 1068 |
|
|
2021
Q4 | $33K | Hold |
489
| – | – | ﹤0.01% | 954 |
|
|
2021
Q3 | $31K | Hold |
489
| – | – | ﹤0.01% | 910 |
|
|
2021
Q2 | $30K | Hold |
489
| – | – | ﹤0.01% | 751 |
|
|
2021
Q1 | $26K | Buy |
+489
| New | +$26K | ﹤0.01% | 727 |
|
|
2019
Q1 | – | Sell |
-1,861
| Closed | -$61K | – | 1044 |
|
|
2018
Q4 | $61K | Buy |
1,861
+1,681
| +934% | +$55.1K | ﹤0.01% | 258 |
|
|
2018
Q3 | $8K | Buy |
+180
| New | +$8K | ﹤0.01% | 594 |
|