Sugarloaf Wealth Management’s ProShares Ultra Technology ROM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-359
| Closed | -$9K | – | 844 |
|
|
2022
Q3 | $9K | Hold |
359
| – | – | ﹤0.01% | 538 |
|
|
2022
Q2 | $10K | Buy |
359
+1
| +0.3% | +$28 | ﹤0.01% | 517 |
|
|
2022
Q1 | $18K | Sell |
358
-2
| -0.6% | -$101 | ﹤0.01% | 419 |
|
|
2021
Q4 | $23K | Sell |
360
-60
| -14% | -$3.83K | 0.01% | 403 |
|
|
2021
Q3 | $21K | Hold |
420
| – | – | 0.01% | 416 |
|
|
2021
Q2 | $20K | Buy |
420
+2
| +0.5% | +$95 | 0.01% | 413 |
|
|
2021
Q1 | $16 | Hold |
418
| – | – | ﹤0.01% | 450 |
|
|
2020
Q4 | $15K | Hold |
418
| – | – | 0.01% | 433 |
|
|
2020
Q3 | $12K | Buy |
418
+322
| +335% | +$9.24K | ﹤0.01% | 436 |
|
|
2020
Q2 | $2K | Sell |
96
-320
| -77% | -$6.67K | ﹤0.01% | 614 |
|
|
2020
Q1 | $6K | Hold |
416
| – | – | ﹤0.01% | 494 |
|
|
2019
Q4 | $8K | Buy |
+416
| New | +$8K | ﹤0.01% | 489 |
|