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Retirement Planning Company of New England’s ProShares Ultra Financials UYG Stock Holding History

Retirement Planning Company of New England’s Portfolio UYG Stock Details UYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,017
Closed -$136K – 851
2021
Q4 		$136K Buy
+2,017
New +$139K 0.07% 268

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Retirement Planning Company of New England's UYG Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of ProShares Ultra Financials (UYG) in Q1 2022, closing a stake of 2,017 shares — an estimated $136K sold.

Retirement Planning Company of New England first reported a position in UYG in Q4 2021 and held it in 1 quarter. The position peaked at $136K in Q4 2021. 59 funds tracked by Wall St. Rank hold UYG as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining ProShares Ultra Financials position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 2,017 ProShares Ultra Financials shares in Q1 2022, an estimated $136K.
  • Retirement Planning Company of New England first reported a position in ProShares Ultra Financials in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's ProShares Ultra Financials position peaked at $136K in Q4 2021.
  • 59 funds tracked by Wall St. Rank held ProShares Ultra Financials as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.