Colonial Trust Advisors’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 | $19.1K | Hold |
200
| – | – | ﹤0.01% | 449 |
|
|
2025
Q1 | $17.8K | Hold |
200
| – | – | ﹤0.01% | 441 |
|
|
2024
Q4 | $17.1K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2024
Q3 | $15.3K | Sell |
200
-25
| -11% | -$1.91K | ﹤0.01% | 479 |
|
|
2024
Q2 | $14.4K | Sell |
225
-75
| -25% | -$4.8K | ﹤0.01% | 471 |
|
|
2024
Q1 | $20.5K | Hold |
300
| – | – | ﹤0.01% | 472 |
|
|
2023
Q4 | $16.6K | Hold |
300
| – | – | ﹤0.01% | 442 |
|
|
2023
Q3 | $13.1K | Sell |
300
-100
| -25% | -$4.36K | ﹤0.01% | 476 |
|
|
2023
Q2 | $18.2K | Hold |
400
| – | – | ﹤0.01% | 443 |
|
|
2023
Q1 | $16.9K | Hold |
400
| – | – | ﹤0.01% | 448 |
|
|
2022
Q4 | $18.2K | Buy |
+400
| New | +$18.2K | ﹤0.01% | 432 |
|