LWM
Lyons Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q4 | – | Sell |
-3,162
| Closed | -$374K | – | 67 |
|
|
2014
Q3 | $374K | Sell |
3,162
-8,898
| -74% | -$1.05M | 0.4% | 46 |
|
|
2014
Q2 | $1.4M | Sell |
12,060
-27,100
| -69% | -$3.14M | 1.25% | 11 |
|
|
2014
Q1 | $4.13M | Sell |
39,160
-22,935
| -37% | -$2.42M | 3.61% | 6 |
|
|
2013
Q4 | $6.37M | Buy |
+62,095
| New | +$6.37M | 5.98% | 5 |
|
|
2013
Q3 | – | Sell |
-99,257
| Closed | -$7.62M | – | 82 |
|
|
2013
Q2 | $7.62M | Buy |
+99,257
| New | +$7.62M | 7.72% | 5 |
|