BerganKDV Wealth Management’s ProShares Ultra Technology ROM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-500
| Closed | -$32K | – | 1087 |
|
|
2021
Q4 | $32K | Buy |
500
+220
| +79% | +$14.1K | ﹤0.01% | 483 |
|
|
2021
Q3 | $14K | Buy |
+280
| New | +$14K | ﹤0.01% | 583 |
|
|
2021
Q1 | – | Sell |
-1,794
| Closed | -$64K | – | 981 |
|
|
2020
Q4 | $64K | Buy |
1,794
+200
| +13% | +$7.14K | 0.01% | 327 |
|
|
2020
Q3 | $45K | Buy |
1,594
+410
| +35% | +$11.6K | 0.01% | 347 |
|
|
2020
Q2 | $28K | Buy |
1,184
+64
| +6% | +$1.51K | ﹤0.01% | 418 |
|
|
2020
Q1 | $16K | Sell |
1,120
-480
| -30% | -$6.86K | ﹤0.01% | 443 |
|
|
2019
Q4 | $32K | Hold |
1,600
| – | – | 0.01% | 394 |
|
|
2019
Q3 | $25K | Hold |
1,600
| – | – | ﹤0.01% | 405 |
|
|
2019
Q2 | $24K | Buy |
+1,600
| New | +$24K | ﹤0.01% | 407 |
|