Kelly Financial 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
Q3 | – | Sell |
-360
| Closed | -$23K | – | 734 |
|
2024
Q2 | $23K | Hold |
360
| – | – | 0.01% | 311 |
|
2024
Q1 | $24.6K | Hold |
360
| – | – | 0.01% | 302 |
|
2023
Q4 | $19.9K | Hold |
360
| – | – | 0.01% | 307 |
|
2023
Q3 | $15.7K | Hold |
360
| – | – | 0.01% | 305 |
|
2023
Q2 | $16.4K | Hold |
360
| – | – | 0.01% | 300 |
|
2023
Q1 | $15.2K | Hold |
360
| – | – | 0.01% | 300 |
|
2022
Q4 | $16.4K | Hold |
360
| – | – | 0.01% | 283 |
|
2022
Q3 | $13.7K | Hold |
360
| – | – | 0.01% | 290 |
|
2022
Q2 | $15.5K | Hold |
360
| – | – | 0.01% | 278 |
|
2022
Q1 | $22.7K | Hold |
360
| – | – | 0.01% | 259 |
|
2021
Q4 | $24.4K | Hold |
360
| – | – | 0.01% | 247 |
|
2021
Q3 | $22.8K | Sell |
360
-21,884
| -98% | -$1.39M | 0.01% | 243 |
|
2021
Q2 | $360K | Buy |
22,244
+21,884
| +6,079% | +$354K | 0.01% | 226 |
|
2021
Q1 | $19K | Hold |
360
| – | – | 0.01% | 226 |
|
2020
Q4 | $15.2K | Hold |
360
| – | – | 0.01% | 220 |
|
2020
Q3 | $11.1K | Hold |
360
| – | – | 0.01% | 245 |
|
2020
Q2 | $10.5K | Hold |
360
| – | – | 0.01% | 239 |
|
2020
Q1 | $8.54K | Hold |
360
| – | – | 0.01% | 232 |
|
2019
Q4 | $19.3K | Hold |
360
| – | – | 0.01% | 165 |
|
2019
Q3 | $16.9K | Hold |
360
| – | – | 0.02% | 167 |
|
2019
Q2 | $16.2K | Hold |
360
| – | – | 0.01% | 172 |
|
2019
Q1 | $14.4K | Buy |
+360
| New | +$14.4K | 0.02% | 182 |
|