MWM
UYG icon

Madison Wealth Management’s ProShares Ultra Financials UYG Stock Holding History

Madison Wealth Management’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-6,000
Closed -$228K – 169
2022
Q3 		$228K Hold
6,000
– – 0.06% 149
2022
Q2 		$259K Hold
6,000
– – 0.06% 142
2022
Q1 		$379K Hold
6,000
– – 0.08% 123
2021
Q4 		$406K Hold
6,000
– – 0.08% 119
2021
Q3 		$380K Hold
6,000
– – 0.08% 120
2021
Q2 		$371K Hold
6,000
– – 0.08% 120
2021
Q1 		$317K Hold
6,000
– – 0.08% 128
2020
Q4 		$254K Buy
+6,000
New +$218K 0.07% 131

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CCWM
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TRCT
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KAS
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