Cerity Partners OCIO’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
Q4 | $274K | Hold |
6,000
| – | – | 0.01% | 373 |
|
2022
Q3 | $228K | Hold |
6,000
| – | – | 0.01% | 387 |
|
2022
Q2 | $259K | Hold |
6,000
| – | – | 0.01% | 367 |
|
2022
Q1 | $379K | Hold |
6,000
| – | – | 0.01% | 339 |
|
2021
Q4 | $406K | Hold |
6,000
| – | – | 0.01% | 330 |
|
2021
Q3 | $380K | Buy |
+6,000
| New | +$380K | 0.01% | 333 |
|