CAPTRUST Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $271K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $30K | Hold |
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|
2022
Q1 | $44K | Hold |
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|
2021
Q4 | $47K | Hold |
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|
2021
Q3 | $44K | Hold |
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|
2021
Q2 | $43K | Hold |
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|
2021
Q1 | $36K | Hold |
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|
2020
Q4 | $29K | Hold |
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|
2020
Q3 | $22K | Hold |
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|
2020
Q2 | $20K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $32K | Hold |
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|
2019
Q2 | $31K | Hold |
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|
2019
Q1 | $28K | Hold |
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|
2018
Q4 | $23K | Hold |
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|
2018
Q3 | $30K | Hold |
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|
2018
Q2 | $28K | Buy |
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