Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $137K | Hold |
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|
2025
Q2 | $132K | Buy |
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|
2025
Q1 | $80K | Hold |
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|
2024
Q4 | $77K | Hold |
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|
2024
Q3 | $69K | Hold |
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|
2024
Q2 | $58K | Hold |
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|
2024
Q1 | $61K | Sell |
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|
2023
Q4 | $51K | Buy |
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|
2023
Q3 | $1K | Hold |
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|
2023
Q2 | $1K | Hold |
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|
2023
Q1 | $1K | Buy |
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|
2022
Q4 | $1K | Hold |
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|
2022
Q3 | $1K | Hold |
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|
2022
Q2 | $1K | Buy |
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