LWP
Legacy Wealth Planning’s ProShares Ultra Technology ROM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $223K | Hold |
9,420
| – | – | 0.37% | 65 |
|
|
2022
Q2 | $269K | Hold |
9,420
| – | – | 0.39% | 61 |
|
|
2022
Q1 | $471K | Buy |
9,420
+4,710
| +100% | +$236K | 0.55% | 40 |
|
|
2021
Q4 | $600K | Hold |
4,710
| – | – | 0.68% | 35 |
|
|
2021
Q3 | $468K | Hold |
4,710
| – | – | 0.52% | 45 |
|
|
2021
Q2 | $454K | Buy |
4,710
+1,460
| +45% | +$141K | 0.52% | 44 |
|
|
2021
Q1 | $244K | Sell |
3,250
-350
| -10% | -$26.3K | 0.31% | 69 |
|
|
2020
Q4 | $258K | Hold |
3,600
| – | – | 0.33% | 61 |
|
|
2020
Q3 | $205K | Buy |
+3,600
| New | +$205K | 0.23% | 70 |
|