RPg Family Wealth Advisory’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-148
| Closed | -$10K | – | 355 |
|
|
2021
Q4 | $10K | Buy |
+148
| New | +$10K | ﹤0.01% | 277 |
|
|
2020
Q4 | $45.7K | Hold |
1,081
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $33.4K | Hold |
1,081
| – | – | 0.02% | 184 |
|
|
2020
Q2 | $31.5K | Buy |
1,081
+93
| +9% | +$2.71K | 0.02% | 187 |
|
|
2020
Q1 | $23.4K | Sell |
988
-288
| -23% | -$6.83K | 0.02% | 181 |
|
|
2019
Q4 | $68.5K | Sell |
1,276
-265
| -17% | -$14.2K | 0.04% | 142 |
|
|
2019
Q3 | $72.3K | Buy |
1,541
+138
| +10% | +$6.47K | 0.04% | 138 |
|
|
2019
Q2 | $63.1K | Sell |
1,403
-68
| -5% | -$3.06K | 0.04% | 149 |
|
|
2019
Q1 | $58.9K | Buy |
+1,471
| New | +$58.9K | 0.03% | 156 |
|
|
2018
Q1 | – | Sell |
-261
| Closed | -$11.1K | – | 287 |
|
|
2017
Q4 | $11.1K | Buy |
+261
| New | +$11.1K | 0.01% | 260 |
|