Glassman Wealth Services’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
Q1 | – | Sell |
-234
| Closed | -$12.9K | – | 1753 |
|
|
2023
Q4 | $12.9K | Hold |
234
| – | – | ﹤0.01% | 810 |
|
|
2023
Q3 | $10.2K | Buy |
+234
| New | +$10.2K | ﹤0.01% | 847 |
|
|
2023
Q1 | – | Sell |
-234
| Closed | -$10.7K | – | 1997 |
|
|
2022
Q4 | $10.7K | Hold |
234
| – | – | ﹤0.01% | 806 |
|
|
2022
Q3 | $9K | Hold |
234
| – | – | ﹤0.01% | 844 |
|
|
2022
Q2 | $10K | Hold |
234
| – | – | ﹤0.01% | 825 |
|
|
2022
Q1 | $15K | Hold |
234
| – | – | ﹤0.01% | 728 |
|
|
2021
Q4 | $16K | Hold |
234
| – | – | ﹤0.01% | 679 |
|
|
2021
Q3 | $15K | Hold |
234
| – | – | ﹤0.01% | 661 |
|
|
2021
Q2 | $14K | Hold |
234
| – | – | ﹤0.01% | 674 |
|
|
2021
Q1 | $12K | Hold |
234
| – | – | ﹤0.01% | 679 |
|
|
2020
Q4 | $10K | Hold |
234
| – | – | ﹤0.01% | 728 |
|
|
2020
Q3 | $7K | Hold |
234
| – | – | ﹤0.01% | 712 |
|
|
2020
Q2 | $7K | Hold |
234
| – | – | ﹤0.01% | 571 |
|
|
2020
Q1 | $6K | Hold |
234
| – | – | ﹤0.01% | 507 |
|
|
2019
Q4 | $13K | Buy |
+234
| New | +$13K | ﹤0.01% | 445 |
|