Regent Peak Wealth Advisors’s ProShares Ultra Financials UYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
$201K Buy
+2,256
New +$201K 0.05% 169
2021
Q1
Sell
-2,256
Closed -$95K 946
2020
Q4
$95K Buy
+2,256
New +$95K 0.03% 225