Regal Investment Advisors’s ProShares Ultra Russell2000 UWM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-4,222
| Closed | -$228K | – | 557 |
|
|
2021
Q3 | $228K | Hold |
4,222
| – | – | 0.02% | 485 |
|
|
2021
Q2 | $253K | Buy |
+4,222
| New | +$253K | 0.03% | 457 |
|
|
2015
Q1 | – | Sell |
-16
| Closed | – | – | 1046 |
|
|
2014
Q4 | $0 | Sell |
16
-28
| -64% | – | ﹤0.01% | 1001 |
|
|
2014
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 922 |
|
|
2013
Q4 | – | Sell |
-8,760
| Closed | -$160K | – | 961 |
|
|
2013
Q3 | $160K | Sell |
8,760
-266,440
| -97% | -$4.87M | 0.09% | 187 |
|
|
2013
Q2 | $4.12M | Buy |
+275,200
| New | +$4.12M | 2.28% | 4 |
|