Aveo Capital Partners’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-29,802
| Closed | -$1.25M | – | 331 |
|
2024
Q4 | $1.25M | Sell |
29,802
-93,661
| -76% | -$3.92M | 0.14% | 115 |
|
2024
Q3 | $5.3M | Buy |
+123,463
| New | +$5.3M | 0.56% | 56 |
|
2024
Q1 | – | Sell |
-345,468
| Closed | -$13.1M | – | 391 |
|
2023
Q4 | $13.1M | Buy |
+345,468
| New | +$13.1M | 1.59% | 13 |
|
2023
Q3 | – | Sell |
-59,969
| Closed | -$2.06M | – | 357 |
|
2023
Q2 | $2.06M | Buy |
+59,969
| New | +$2.06M | 0.26% | 89 |
|
2021
Q4 | – | Sell |
-264,666
| Closed | -$14.3M | – | 295 |
|
2021
Q3 | $14.3M | Buy |
+264,666
| New | +$14.3M | 2.98% | 6 |
|
2021
Q2 | – | Sell |
-25,142
| Closed | -$1.41M | – | 272 |
|
2021
Q1 | $1.41M | Buy |
+25,142
| New | +$1.41M | 0.35% | 63 |
|