Creative Planning’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,692
| Closed | -$51.3K | – | 2643 |
|
|
2022
Q4 | $51.3K | Buy |
+1,692
| New | +$51.3K | ﹤0.01% | 2213 |
|
|
2017
Q4 | – | Sell |
-1,603
| Closed | -$179K | – | 1975 |
|
|
2017
Q3 | $179K | Buy |
1,603
+136
| +9% | +$15.2K | ﹤0.01% | 1613 |
|
|
2017
Q2 | $136K | Hold |
1,467
| – | – | ﹤0.01% | 1755 |
|
|
2017
Q1 | $174K | Sell |
1,467
-231
| -14% | -$27.4K | ﹤0.01% | 1565 |
|
|
2016
Q4 | $248K | Buy |
1,698
+269
| +19% | +$39.3K | ﹤0.01% | 1285 |
|
|
2016
Q3 | $185K | Buy |
1,429
+218
| +18% | +$28.2K | ﹤0.01% | 1438 |
|
|
2016
Q2 | $185K | Sell |
1,211
-7
| -0.6% | -$1.07K | ﹤0.01% | 1288 |
|
|
2016
Q1 | $136K | Buy |
1,218
+192
| +19% | +$21.4K | ﹤0.01% | 1439 |
|
|
2015
Q4 | $161K | Buy |
1,026
+823
| +405% | +$129K | ﹤0.01% | 1332 |
|
|
2015
Q3 | $58K | Buy |
+203
| New | +$58K | ﹤0.01% | 1930 |
|
|
2015
Q2 | – | Sell |
-214
| Closed | -$91K | – | 2768 |
|
|
2015
Q1 | $91K | Buy |
214
+1
| +0.5% | +$425 | ﹤0.01% | 1621 |
|
|
2014
Q4 | $138K | Buy |
+213
| New | +$138K | ﹤0.01% | 1359 |
|
|
2014
Q1 | – | Sell |
-16
| Closed | -$32K | – | 3642 |
|
|
2013
Q4 | $32K | Hold |
16
| – | – | ﹤0.01% | 1909 |
|
|
2013
Q3 | $35K | Sell |
16
-32
| -67% | -$70K | ﹤0.01% | 1745 |
|
|
2013
Q2 | $90K | Buy |
+48
| New | +$90K | ﹤0.01% | 1044 |
|