Institutional & Family Asset Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-758
| Closed | -$49K | – | 1007 |
|
|
2021
Q1 | $49K | Sell |
758
-1,486
| -66% | -$96.1K | 0.01% | 361 |
|
|
2020
Q4 | $115K | Buy |
2,244
+2,194
| +4,388% | +$112K | 0.02% | 236 |
|
|
2020
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 733 |
|
|
2019
Q2 | – | Sell |
-6,400
| Closed | -$309K | – | 877 |
|
|
2019
Q1 | $309K | Buy |
6,400
+4,944
| +340% | +$239K | 0.07% | 151 |
|
|
2018
Q4 | $52K | Sell |
1,456
-5,568
| -79% | -$199K | 0.01% | 318 |
|
|
2018
Q3 | $383K | Buy |
7,024
+4,020
| +134% | +$219K | 0.08% | 137 |
|
|
2018
Q2 | $127K | Hold |
3,004
| – | – | 0.03% | 230 |
|
|
2018
Q1 | $127K | Sell |
3,004
-1,390
| -32% | -$58.8K | 0.03% | 207 |
|
|
2017
Q4 | $207K | Buy |
+4,394
| New | +$207K | 0.04% | 161 |
|