Cerity Partners’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 | $478K | Sell |
5,000
-500
| -9% | -$47.8K | ﹤0.01% | 1887 |
|
|
2025
Q1 | $490K | Sell |
5,500
-507
| -8% | -$45.2K | ﹤0.01% | 1757 |
|
|
2024
Q4 | $513K | Buy |
6,007
+7
| +0.1% | +$598 | ﹤0.01% | 1745 |
|
|
2024
Q3 | $459K | Hold |
6,000
| – | – | ﹤0.01% | 1820 |
|
|
2024
Q2 | $384K | Hold |
6,000
| – | – | ﹤0.01% | 1676 |
|
|
2024
Q1 | $410K | Hold |
6,000
| – | – | ﹤0.01% | 1703 |
|
|
2023
Q4 | $331K | Hold |
6,000
| – | – | ﹤0.01% | 1454 |
|
|
2023
Q3 | $262K | Hold |
6,000
| – | – | ﹤0.01% | 1189 |
|
|
2023
Q2 | $274K | Buy |
+6,000
| New | +$274K | ﹤0.01% | 1422 |
|