BWA
BDO Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,000
| Closed | -$29K | – | 1085 |
|
|
2022
Q3 | $29K | Hold |
1,000
| – | – | ﹤0.01% | 500 |
|
|
2022
Q2 | $31K | Hold |
1,000
| – | – | ﹤0.01% | 488 |
|
|
2022
Q1 | $46K | Hold |
1,000
| – | – | ﹤0.01% | 449 |
|
|
2021
Q4 | $56K | Hold |
1,000
| – | – | 0.01% | 432 |
|
|
2021
Q3 | $54K | Sell |
1,000
-1,200
| -55% | -$64.8K | 0.01% | 438 |
|
|
2021
Q2 | $132K | Buy |
2,200
+700
| +47% | +$42K | 0.01% | 343 |
|
|
2021
Q1 | $168K | Buy |
1,500
+600
| +67% | +$67.2K | 0.02% | 310 |
|
|
2020
Q4 | $81K | Buy |
+900
| New | +$81K | 0.01% | 308 |
|