Private Wealth Advisors (Pennsylvania)’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-5,467
| Closed | -$246K | – | 144 |
|
|
2019
Q2 | $246K | Hold |
5,467
| – | – | 0.09% | 130 |
|
|
2019
Q1 | $219K | Buy |
+5,467
| New | +$219K | 0.08% | 128 |
|
|
2018
Q4 | – | Sell |
-5,468
| Closed | -$237K | – | 134 |
|
|
2018
Q3 | $237K | Hold |
5,468
| – | – | 0.09% | 125 |
|
|
2018
Q2 | $221K | Sell |
5,468
-1
| -0% | -$40 | 0.09% | 121 |
|
|
2018
Q1 | $224K | Hold |
5,469
| – | – | 0.09% | 122 |
|
|
2017
Q4 | $233K | Hold |
5,469
| – | – | 0.09% | 122 |
|
|
2017
Q3 | $206K | Buy |
+5,469
| New | +$206K | 0.08% | 123 |
|
|
2013
Q3 | – | Sell |
-95,340
| Closed | -$1.48M | – | 117 |
|
|
2013
Q2 | $1.48M | Buy |
+95,340
| New | +$1.48M | 0.92% | 40 |
|