Madison Wealth Management’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,000
| Closed | -$228K | – | 167 |
|
|
2022
Q3 | $228K | Hold |
6,000
| – | – | 0.06% | 147 |
|
|
2022
Q2 | $259K | Hold |
6,000
| – | – | 0.06% | 140 |
|
|
2022
Q1 | $379K | Hold |
6,000
| – | – | 0.08% | 121 |
|
|
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% | 126 |
|
|
2020
Q4 | $254K | Buy |
+6,000
| New | +$254K | 0.07% | 129 |
|