Summit Wealth Group’s ProShares Ulta SmallCap600 SAA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-540
Closed -$17K 182
2021
Q2
$17K Hold
540
0.03% 82
2021
Q1
$16K Buy
+540
New +$16K 0.03% 79