Carson Wealth (CWM LLC)’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $132K | Buy |
1,380
+480
| +53% | +$45.9K | ﹤0.01% | 2485 |
|
|
2025
Q1 | $80K | Hold |
900
| – | – | ﹤0.01% | 2606 |
|
|
2024
Q4 | $77K | Hold |
900
| – | – | ﹤0.01% | 2466 |
|
|
2024
Q3 | $69K | Hold |
900
| – | – | ﹤0.01% | 2452 |
|
|
2024
Q2 | $58K | Hold |
900
| – | – | ﹤0.01% | 2375 |
|
|
2024
Q1 | $61K | Sell |
900
-31
| -3% | -$2.1K | ﹤0.01% | 2173 |
|
|
2023
Q4 | $51K | Buy |
931
+900
| +2,903% | +$49.3K | ﹤0.01% | 2172 |
|
|
2023
Q3 | $1K | Hold |
31
| – | – | ﹤0.01% | 4090 |
|
|
2023
Q2 | $1K | Hold |
31
| – | – | ﹤0.01% | 4076 |
|
|
2023
Q1 | $1K | Buy |
31
+1
| +3% | +$32 | ﹤0.01% | 3940 |
|
|
2022
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 3855 |
|
|
2022
Q3 | $1K | Hold |
30
| – | – | ﹤0.01% | 3774 |
|
|
2022
Q2 | $1K | Buy |
+30
| New | +$1K | ﹤0.01% | 3646 |
|