Plante Moran Financial Advisors’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-96
| Closed | -$2.54K | – | 900 |
|
|
2023
Q1 | $2.54K | Hold |
96
| – | – | ﹤0.01% | 688 |
|
|
2022
Q4 | $2.91K | Hold |
96
| – | – | ﹤0.01% | 715 |
|
|
2022
Q3 | $3K | Hold |
96
| – | – | ﹤0.01% | 765 |
|
|
2022
Q2 | $4K | Hold |
96
| – | – | ﹤0.01% | 745 |
|
|
2022
Q1 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 701 |
|
|
2020
Q4 | – | Sell |
-4,276
| Closed | -$30K | – | 1027 |
|
|
2020
Q3 | $30K | Hold |
4,276
| – | – | 0.01% | 411 |
|
|
2020
Q2 | $31K | Sell |
4,276
-2
| -0% | -$14 | 0.01% | 359 |
|
|
2020
Q1 | $43K | Buy |
+4,278
| New | +$43K | 0.02% | 276 |
|