PFA
Plotkin Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,593
| Closed | -$222K | – | 98 |
|
|
2024
Q4 | $222K | Sell |
2,593
-279
| -10% | -$23.8K | 0.13% | 84 |
|
|
2024
Q3 | $219K | Buy |
+2,872
| New | +$219K | 0.13% | 86 |
|
|
2024
Q2 | – | Sell |
-3,665
| Closed | -$250K | – | 90 |
|
|
2024
Q1 | $250K | Sell |
3,665
-41,787
| -92% | -$2.85M | 0.17% | 75 |
|
|
2023
Q4 | $2.51M | Sell |
45,452
-1,361
| -3% | -$75.1K | 1.91% | 17 |
|
|
2023
Q3 | $2.04M | Sell |
46,813
-553
| -1% | -$24.1K | 1.8% | 19 |
|
|
2023
Q2 | $2.16M | Sell |
47,366
-3,097
| -6% | -$141K | 1.8% | 19 |
|
|
2023
Q1 | $2.13M | Sell |
50,463
-2,118
| -4% | -$89.5K | 1.98% | 18 |
|
|
2022
Q4 | $2.4M | Sell |
52,581
-1,400
| -3% | -$63.9K | 2.44% | 15 |
|
|
2022
Q3 | $2.05M | Sell |
53,981
-91
| -0.2% | -$3.46K | 2.07% | 16 |
|
|
2022
Q2 | $2.33M | Sell |
54,072
-2,961
| -5% | -$128K | 2.22% | 16 |
|
|
2022
Q1 | $3.6M | Buy |
57,033
+869
| +2% | +$54.9K | 2.51% | 15 |
|
|
2021
Q4 | $3.8M | Sell |
56,164
-1,839
| -3% | -$124K | 2.4% | 15 |
|
|
2021
Q3 | $3.68M | Sell |
58,003
-6,345
| -10% | -$402K | 2.19% | 17 |
|
|
2021
Q2 | $3.98M | Buy |
64,348
+60,036
| +1,392% | +$3.71M | 2.2% | 17 |
|
|
2021
Q1 | $228K | Buy |
+4,312
| New | +$228K | 0.14% | 67 |
|