Exencial Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
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|
2018
Q3 | $343K | Hold |
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|
2018
Q2 | $320K | Sell |
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|
2018
Q1 | $336K | Buy |
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|
2017
Q4 | $349K | Buy |
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|
2017
Q3 | $307K | Sell |
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|
2017
Q2 | $293K | Sell |
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|
2017
Q1 | $468K | Sell |
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|
2016
Q4 | $3.94M | Sell |
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|
2016
Q3 | $3.24M | Sell |
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|
2016
Q2 | $3.19M | Sell |
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|
2016
Q1 | $3.12M | Sell |
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|
2015
Q4 | $3.21M | Buy |
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|
2015
Q3 | $3.33M | Sell |
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|
2015
Q2 | $4.15M | Sell |
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|
2015
Q1 | $3.88M | Buy |
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|
2014
Q4 | $3.72M | Buy |
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|
2014
Q3 | $3.21M | Hold |
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|
2014
Q2 | $3.17M | Buy |
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|
2014
Q1 | $2.83M | Sell |
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|
2013
Q4 | $3.02M | Sell |
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|
2013
Q3 | $2.71M | Sell |
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|
2013
Q2 | $3.12M | Buy |
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