IWA
Intercontinental Wealth Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $818K | Buy |
13,708
+850
| +7% | +$50.7K | 0.2% | 116 |
|
|
2023
Q1 | $714K | Buy |
12,858
+889
| +7% | +$49.4K | 0.18% | 129 |
|
|
2022
Q4 | $679K | Sell |
11,969
-820
| -6% | -$46.5K | 0.2% | 114 |
|
|
2022
Q3 | $494K | Buy |
12,789
+315
| +3% | +$12.2K | 0.16% | 150 |
|
|
2022
Q2 | $610K | Buy |
12,474
+1,275
| +11% | +$62.4K | 0.17% | 133 |
|
|
2022
Q1 | $814K | Buy |
11,199
+3,595
| +47% | +$261K | 0.19% | 108 |
|
|
2021
Q4 | $643K | Buy |
7,604
+317
| +4% | +$26.8K | 0.14% | 154 |
|
|
2021
Q3 | $501K | Buy |
7,287
+87
| +1% | +$5.98K | 0.12% | 164 |
|
|
2021
Q2 | $526K | Buy |
7,200
+3,265
| +83% | +$239K | 0.1% | 171 |
|
|
2021
Q1 | $505K | Buy |
3,935
+870
| +28% | +$112K | 0.11% | 157 |
|
|
2020
Q4 | $314K | Buy |
3,065
+373
| +14% | +$38.2K | 0.08% | 196 |
|
|
2020
Q3 | $209K | Buy |
+2,692
| New | +$209K | 0.06% | 189 |
|
|
2017
Q2 | – | Sell |
-4,555
| Closed | -$495K | – | 135 |
|
|
2017
Q1 | $495K | Sell |
4,555
-2,070
| -31% | -$225K | 0.3% | 65 |
|
|
2016
Q4 | $629K | Buy |
6,625
+305
| +5% | +$29K | 0.41% | 55 |
|
|
2016
Q3 | $472K | Hold |
6,320
| – | – | 0.34% | 62 |
|
|
2016
Q2 | $440K | Sell |
6,320
-320
| -5% | -$22.3K | 0.32% | 65 |
|
|
2016
Q1 | $444K | Hold |
6,640
| – | – | 0.33% | 64 |
|
|
2015
Q4 | $429K | Buy |
+6,640
| New | +$429K | 0.29% | 81 |
|