Plante Moran Financial Advisors’s ProShares Ultra Energy DIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,248
| Closed | -$24K | – | 848 |
|
|
2021
Q4 | $24K | Hold |
1,248
| – | – | ﹤0.01% | 509 |
|
|
2021
Q3 | $21K | Hold |
1,248
| – | – | ﹤0.01% | 548 |
|
|
2021
Q2 | $23K | Sell |
1,248
-3,392
| -73% | -$62.5K | 0.01% | 533 |
|
|
2021
Q1 | $69K | Hold |
4,640
| – | – | 0.02% | 298 |
|
|
2020
Q4 | $42K | Hold |
4,640
| – | – | 0.01% | 388 |
|
|
2020
Q3 | $28K | Buy |
4,640
+1,248
| +37% | +$7.53K | 0.01% | 423 |
|
|
2020
Q2 | $32K | Buy |
+3,392
| New | +$32K | 0.01% | 350 |
|