Spire Wealth Management’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
Q2 | $111K | Sell |
1,160
-67
| -5% | -$6.4K | ﹤0.01% | 936 |
|
|
2025
Q1 | $109K | Hold |
1,227
| – | – | ﹤0.01% | 1001 |
|
|
2024
Q4 | $105K | Sell |
1,227
-58
| -5% | -$4.96K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $98.2K | Buy |
1,285
+80
| +7% | +$6.11K | ﹤0.01% | 917 |
|
|
2024
Q2 | $77.1K | Sell |
1,205
-64
| -5% | -$4.1K | ﹤0.01% | 975 |
|
|
2024
Q1 | $86.7K | Sell |
1,269
-67
| -5% | -$4.58K | ﹤0.01% | 1032 |
|
|
2023
Q4 | $74.5K | Sell |
1,336
-147
| -10% | -$8.2K | ﹤0.01% | 1078 |
|
|
2023
Q3 | $64.7K | Sell |
1,483
-213
| -13% | -$9.29K | ﹤0.01% | 1076 |
|
|
2023
Q2 | $77.4K | Sell |
1,696
-156
| -8% | -$7.12K | ﹤0.01% | 1047 |
|
|
2023
Q1 | $78.2K | Buy |
1,852
+5
| +0.3% | +$211 | ﹤0.01% | 1039 |
|
|
2022
Q4 | $84K | Buy |
1,847
+8
| +0.4% | +$364 | ﹤0.01% | 807 |
|
|
2022
Q3 | $70K | Buy |
1,839
+3
| +0.2% | +$114 | ﹤0.01% | 837 |
|
|
2022
Q2 | $79K | Sell |
1,836
-398
| -18% | -$17.1K | ﹤0.01% | 1121 |
|
|
2022
Q1 | $141K | Buy |
2,234
+193
| +9% | +$12.2K | ﹤0.01% | 1050 |
|
|
2021
Q4 | $138K | Buy |
2,041
+91
| +5% | +$6.15K | ﹤0.01% | 1272 |
|
|
2021
Q3 | $124K | Sell |
1,950
-450
| -19% | -$28.6K | ﹤0.01% | 1118 |
|
|
2021
Q2 | $148K | Hold |
2,400
| – | – | ﹤0.01% | 1050 |
|
|
2021
Q1 | $127K | Buy |
+2,400
| New | +$127K | ﹤0.01% | 1287 |
|