JFS Wealth Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,708
| Closed | -$48K | – | 447 |
|
|
2017
Q1 | $48K | Hold |
1,708
| – | – | 0.01% | 223 |
|
|
2016
Q4 | $48K | Sell |
1,708
-168
| -9% | -$4.72K | 0.01% | 223 |
|
|
2016
Q3 | $44K | Buy |
+1,876
| New | +$44K | 0.01% | 254 |
|
|
2016
Q1 | – | Sell |
-336
| Closed | -$7K | – | 663 |
|
|
2015
Q4 | $7K | Buy |
+336
| New | +$7K | ﹤0.01% | 433 |
|
|
2015
Q3 | – | Sell |
-572
| Closed | -$14K | – | 574 |
|
|
2015
Q2 | $14K | Sell |
572
-24
| -4% | -$587 | 0.01% | 327 |
|
|
2015
Q1 | $14K | Buy |
596
+236
| +66% | +$5.54K | 0.01% | 326 |
|
|
2014
Q4 | $8K | Sell |
360
-740
| -67% | -$16.4K | ﹤0.01% | 394 |
|
|
2014
Q3 | $21K | Sell |
1,100
-48
| -4% | -$916 | ﹤0.01% | 258 |
|
|
2014
Q2 | $26K | Buy |
+1,148
| New | +$26K | ﹤0.01% | 244 |
|