Kingsview Wealth Management’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-6,498
| Closed | -$272K | – | 1188 |
|
2024
Q4 | $272K | Sell |
6,498
-79
| -1% | -$3.31K | 0.01% | 947 |
|
2024
Q3 | $282K | Sell |
6,577
-203
| -3% | -$8.72K | 0.01% | 908 |
|
2024
Q2 | $252K | Sell |
6,780
-730
| -10% | -$27.2K | 0.01% | 904 |
|
2024
Q1 | $307K | Sell |
7,510
-949
| -11% | -$38.7K | 0.01% | 806 |
|
2023
Q4 | $322K | Buy |
+8,459
| New | +$322K | 0.01% | 739 |
|
2023
Q3 | – | Sell |
-8,085
| Closed | -$278K | – | 1010 |
|
2023
Q2 | $278K | Sell |
8,085
-6,385
| -44% | -$220K | 0.01% | 763 |
|
2023
Q1 | $460K | Buy |
14,470
+3,210
| +29% | +$102K | 0.02% | 601 |
|
2022
Q4 | $351K | Sell |
11,260
-7,213
| -39% | -$225K | 0.02% | 612 |
|
2022
Q3 | $531K | Buy |
18,473
+6,646
| +56% | +$191K | 0.03% | 486 |
|
2022
Q2 | $365K | Buy |
11,827
+334
| +3% | +$10.3K | 0.02% | 603 |
|
2022
Q1 | $534K | Buy |
+11,493
| New | +$534K | 0.02% | 555 |
|