Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-202
| Closed | -$8.81K | – | 3686 |
|
|
2023
Q3 | $8.81K | Buy |
+202
| New | +$8.81K | ﹤0.01% | 2580 |
|
|
2022
Q1 | – | Sell |
-911
| Closed | -$62K | – | 3418 |
|
|
2021
Q4 | $62K | Buy |
+911
| New | +$62K | ﹤0.01% | 1899 |
|
|
2020
Q3 | – | Sell |
-900
| Closed | -$26K | – | 2689 |
|
|
2020
Q2 | $26K | Hold |
900
| – | – | ﹤0.01% | 1650 |
|
|
2020
Q1 | $21K | Hold |
900
| – | – | ﹤0.01% | 1693 |
|
|
2019
Q4 | $48K | Hold |
900
| – | – | ﹤0.01% | 1480 |
|
|
2019
Q3 | $42K | Hold |
900
| – | – | ﹤0.01% | 1481 |
|
|
2019
Q2 | $40K | Hold |
900
| – | – | ﹤0.01% | 1476 |
|
|
2019
Q1 | $36K | Sell |
900
-804
| -47% | -$32.2K | ﹤0.01% | 1506 |
|
|
2018
Q4 | $55K | Buy |
1,704
+804
| +89% | +$26K | ﹤0.01% | 1216 |
|
|
2018
Q3 | $39K | Buy |
+900
| New | +$39K | ﹤0.01% | 1413 |
|
|
2018
Q1 | – | Sell |
-3,000
| Closed | -$128K | – | 2434 |
|
|
2017
Q4 | $128K | Buy |
+3,000
| New | +$128K | ﹤0.01% | 858 |
|