EverSource Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1
| Closed | -$76 | – | 3829 |
|
|
2024
Q3 | $76 | Hold |
1
| – | – | ﹤0.01% | 2991 |
|
|
2024
Q2 | $72 | Hold |
1
| – | – | ﹤0.01% | 3009 |
|
|
2024
Q1 | $62 | Hold |
1
| – | – | ﹤0.01% | 2844 |
|
|
2023
Q4 | $55 | Hold |
1
| – | – | ﹤0.01% | 2611 |
|
|
2023
Q3 | $44 | Hold |
1
| – | – | ﹤0.01% | 2473 |
|
|
2023
Q2 | $46 | Hold |
1
| – | – | ﹤0.01% | 2460 |
|
|
2023
Q1 | $42 | Hold |
1
| – | – | ﹤0.01% | 2353 |
|
|
2022
Q4 | $46 | Buy |
+1
| New | +$46 | ﹤0.01% | 2284 |
|