LWM
Lyons Wealth Management’s ProShares Ultra MidCap400 MVV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-10,888
| Closed | -$714K | – | 61 |
|
|
2014
Q3 | $714K | Sell |
10,888
-2,958
| -21% | -$194K | 0.76% | 36 |
|
|
2014
Q2 | $996K | Buy |
+13,846
| New | +$996K | 0.89% | 24 |
|
|
2014
Q1 | – | Sell |
-49,387
| Closed | -$6.26M | – | 73 |
|
|
2013
Q4 | $6.26M | Buy |
+49,387
| New | +$6.26M | 5.88% | 6 |
|