Baldwin Wealth Partners’s ProShares Ultra Technology ROM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-60
| Closed | -$1K | – | 818 |
|
2022
Q3 | $1K | Hold |
60
| – | – | ﹤0.01% | 651 |
|
2022
Q2 | $2K | Hold |
60
| – | – | ﹤0.01% | 654 |
|
2022
Q1 | $3K | Hold |
60
| – | – | ﹤0.01% | 632 |
|
2021
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 577 |
|
2021
Q3 | $3K | Hold |
60
| – | – | ﹤0.01% | 609 |
|
2021
Q2 | $3K | Hold |
60
| – | – | ﹤0.01% | 614 |
|
2021
Q1 | $2K | Hold |
60
| – | – | ﹤0.01% | 600 |
|
2020
Q4 | $2K | Buy |
+60
| New | +$2K | ﹤0.01% | 531 |
|