Arete Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-16,752
| Closed | -$284K | – | 446 |
|
2021
Q2 | $284K | Hold |
16,752
| – | – | 0.04% | 276 |
|
2021
Q1 | $936K | Buy |
16,752
+1,822
| +12% | +$102K | 0.12% | 167 |
|
2020
Q4 | $655K | Buy |
+14,930
| New | +$655K | 0.09% | 191 |
|
2015
Q1 | – | Sell |
-61,560
| Closed | -$1.39M | – | 163 |
|
2014
Q4 | $1.39M | Buy |
+61,560
| New | +$1.39M | 0.98% | 21 |
|