Creative Planning’s ProShares Ultra Gold UGL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q1 | – | Sell |
-800
| Closed | -$7K | – | 4687 |
|
|
2016
Q4 | $7K | Hold |
800
| – | – | ﹤0.01% | 3716 |
|
|
2016
Q3 | $9K | Hold |
800
| – | – | ﹤0.01% | 3526 |
|
|
2016
Q2 | $9K | Hold |
800
| – | – | ﹤0.01% | 3280 |
|
|
2016
Q1 | $8K | Hold |
800
| – | – | ﹤0.01% | 3304 |
|
|
2015
Q4 | $6K | Hold |
800
| – | – | ﹤0.01% | 3547 |
|
|
2015
Q3 | $7K | Buy |
+800
| New | +$7K | ﹤0.01% | 3404 |
|
|
2015
Q2 | – | Sell |
-800
| Closed | -$8K | – | 2776 |
|
|
2015
Q1 | $8K | Hold |
800
| – | – | ﹤0.01% | 3283 |
|
|
2014
Q4 | $8K | Sell |
800
-400
| -33% | -$4K | ﹤0.01% | 3192 |
|
|
2014
Q3 | $12K | Hold |
1,200
| – | – | ﹤0.01% | 2812 |
|
|
2014
Q2 | $15K | Buy |
+1,200
| New | +$15K | ﹤0.01% | 2624 |
|