Carson Wealth (CWM LLC)’s ProShares Ultra Russell2000 UWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-73
| Closed | -$3K | – | 4769 |
|
|
2023
Q4 | $3K | Buy |
73
+1
| +1% | +$41 | ﹤0.01% | 3745 |
|
|
2023
Q3 | $2K | Hold |
72
| – | – | ﹤0.01% | 3870 |
|
|
2023
Q2 | $2K | Hold |
72
| – | – | ﹤0.01% | 3853 |
|
|
2023
Q1 | $2K | Hold |
72
| – | – | ﹤0.01% | 3704 |
|
|
2022
Q4 | $2K | Buy |
72
+22
| +44% | +$611 | ﹤0.01% | 3634 |
|
|
2022
Q3 | $1K | Hold |
50
| – | – | ﹤0.01% | 3773 |
|
|
2022
Q2 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 3417 |
|
|
2022
Q1 | – | Sell |
-403
| Closed | -$22K | – | 3859 |
|
|
2021
Q4 | $22K | Buy |
+403
| New | +$22K | ﹤0.01% | 1951 |
|