Steward Partners Investment Advisory’s ProShares Ultra Bloomberg Crude Oil UCO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-908
| Closed | -$23.7K | – | 3674 |
|
|
2023
Q4 | $23.7K | Hold |
908
| – | – | ﹤0.01% | 2326 |
|
|
2023
Q3 | $32K | Sell |
908
-280
| -24% | -$9.88K | ﹤0.01% | 2107 |
|
|
2023
Q2 | $28.1K | Buy |
+1,188
| New | +$28.1K | ﹤0.01% | 2118 |
|
|
2020
Q3 | – | Sell |
-1,188
| Closed | -$9K | – | 2852 |
|
|
2020
Q2 | $9K | Buy |
+1,188
| New | +$9K | ﹤0.01% | 2096 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$1K | – | 2703 |
|
|
2019
Q4 | $1K | Hold |
10
| – | – | ﹤0.01% | 2541 |
|
|
2019
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 2772 |
|
|
2019
Q2 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 2557 |
|
|
2018
Q4 | – | Sell |
-10
| Closed | -$2K | – | 2077 |
|
|
2018
Q3 | $2K | Hold |
10
| – | – | ﹤0.01% | 2407 |
|
|
2018
Q2 | $2K | Buy |
+10
| New | +$2K | ﹤0.01% | 2258 |
|