PCS
Personal CFO Solutions’s ProShares Ultra Russell2000 UWM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.2M | Sell |
322,764
-16,611
| -5% | -$626K | 2.25% | 6 |
|
|
2025
Q1 | $11.3M | Sell |
339,375
-25,973
| -7% | -$869K | 2.3% | 5 |
|
|
2024
Q4 | $15.3M | Buy |
+365,348
| New | +$15.3M | 3.01% | 3 |
|
|
2021
Q3 | – | Sell |
-398,875
| Closed | -$23.9M | – | 475 |
|
|
2021
Q2 | $23.9M | Buy |
398,875
+191,387
| +92% | +$11.5M | 4.89% | 1 |
|
|
2021
Q1 | $23.2M | Buy |
207,488
+2,452
| +1% | +$274K | 5.01% | 2 |
|
|
2020
Q4 | $18.4M | Buy |
+205,036
| New | +$18.4M | 4.55% | 1 |
|