Creative Planning’s ProShares UltraPro MidCap400 UMDD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-6,000
| Closed | -$108K | – | 3503 |
|
|
2017
Q2 | $108K | Hold |
6,000
| – | – | ﹤0.01% | 1921 |
|
|
2017
Q1 | $104K | Hold |
6,000
| – | – | ﹤0.01% | 1918 |
|
|
2016
Q4 | $94K | Hold |
6,000
| – | – | ﹤0.01% | 1903 |
|
|
2016
Q3 | $78K | Hold |
6,000
| – | – | ﹤0.01% | 2010 |
|
|
2016
Q2 | $70K | Hold |
6,000
| – | – | ﹤0.01% | 1905 |
|
|
2016
Q1 | $64K | Hold |
6,000
| – | – | ﹤0.01% | 1915 |
|
|
2015
Q4 | $60K | Buy |
+6,000
| New | +$60K | ﹤0.01% | 1952 |
|