Creative Planning’s ProShares UltraPro Russell2000 URTY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-11,290
| Closed | -$743K | – | 1955 |
|
|
2019
Q3 | $743K | Buy |
+11,290
| New | +$743K | ﹤0.01% | 872 |
|
|
2017
Q3 | – | Sell |
-310
| Closed | -$20K | – | 3513 |
|
|
2017
Q2 | $20K | Hold |
310
| – | – | ﹤0.01% | 3155 |
|
|
2017
Q1 | $19K | Buy |
310
+24
| +8% | +$1.47K | ﹤0.01% | 3138 |
|
|
2016
Q4 | $17K | Buy |
286
+16
| +6% | +$951 | ﹤0.01% | 3147 |
|
|
2016
Q3 | $13K | Buy |
270
+40
| +17% | +$1.93K | ﹤0.01% | 3294 |
|
|
2016
Q2 | $8K | Hold |
230
| – | – | ﹤0.01% | 3346 |
|
|
2016
Q1 | $8K | Hold |
230
| – | – | ﹤0.01% | 3305 |
|
|
2015
Q4 | $9K | Hold |
230
| – | – | ﹤0.01% | 3322 |
|
|
2015
Q3 | $8K | Buy |
+230
| New | +$8K | ﹤0.01% | 3325 |
|