BerganKDV Wealth Management’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-293
| Closed | -$20K | – | 1107 |
|
|
2021
Q4 | $20K | Buy |
+293
| New | +$20K | ﹤0.01% | 549 |
|
|
2020
Q3 | – | Sell |
-126
| Closed | -$4K | – | 1009 |
|
|
2020
Q2 | $4K | Buy |
126
+1
| +0.8% | +$32 | ﹤0.01% | 674 |
|
|
2020
Q1 | $3K | Hold |
125
| – | – | ﹤0.01% | 698 |
|
|
2019
Q4 | $7K | Buy |
+125
| New | +$7K | ﹤0.01% | 578 |
|