Shepherd Kaplan Krochuk’s ProShares Ultra Energy DIG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q1
Sell
-14,140
Closed -$271K 198
2021
Q4
$271K Hold
14,140
0.1% 142
2021
Q3
$241K Buy
14,140
+84
+0.6% +$1.29K 0.09% 148
2021
Q2
$254K Buy
+14,056
New +$235K 0.09% 154
2020
Q1
Sell
-7,722
Closed -$247K 146
2019
Q4
$247K Buy
+7,722
New +$227K 0.19% 129
2018
Q4
Sell
-8,920
Closed -$484K 204
2018
Q3
$484K Hold
8,920
0.25% 114
2018
Q2
$486K Buy
+8,920
New +$462K 0.3% 105
2018
Q1
Sell
-4,617
Closed -$229K 258
2017
Q4
$229K Buy
+4,617
New +$206K 0.14% 175

Other funds holding DIG