KWMG
King Wealth Management Group’s ProShares Ulta SmallCap600 SAA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,300
| Closed | -$290K | – | 140 |
|
|
2018
Q3 | $290K | Hold |
2,300
| – | – | 0.09% | 98 |
|
|
2018
Q2 | $268K | Hold |
2,300
| – | – | 0.09% | 102 |
|
|
2018
Q1 | $228K | Hold |
2,300
| – | – | 0.08% | 114 |
|
|
2017
Q4 | $232K | Hold |
2,300
| – | – | 0.08% | 109 |
|
|
2017
Q3 | $214K | Buy |
+2,300
| New | +$214K | 0.08% | 117 |
|