Mosaic Financial Partners’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | $346K | Hold |
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|
2018
Q1 | $351K | Hold |
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|
2017
Q4 | $364K | Sell |
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|
2017
Q3 | $394K | Hold |
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|
2017
Q2 | $363K | Hold |
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|
2017
Q1 | $339K | Hold |
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|
2016
Q4 | $323K | Hold |
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|
2016
Q3 | $254K | Hold |
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|
2016
Q2 | $231K | Hold |
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|
2016
Q1 | $225K | Hold |
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|
2015
Q4 | $248K | Sell |
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|
2015
Q3 | $229K | Hold |
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|
2015
Q2 | $263K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $265K | Sell |
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|
2014
Q3 | $235K | Hold |
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|
2014
Q2 | $231K | Hold |
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|
2014
Q1 | $223K | Hold |
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|
2013
Q4 | $215K | Buy |
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