TrinityPoint Wealth’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $469K | Hold |
5,484
| – | – | 0.07% | 229 |
|
|
2024
Q3 | $419K | Hold |
5,484
| – | – | 0.06% | 236 |
|
|
2024
Q2 | $351K | Hold |
5,484
| – | – | 0.05% | 238 |
|
|
2024
Q1 | $375K | Hold |
5,484
| – | – | 0.06% | 221 |
|
|
2023
Q4 | $303K | Hold |
5,484
| – | – | 0.05% | 236 |
|
|
2023
Q3 | $239K | Hold |
5,484
| – | – | 0.05% | 251 |
|
|
2023
Q2 | $250K | Hold |
5,484
| – | – | 0.05% | 238 |
|
|
2023
Q1 | $232K | Hold |
5,484
| – | – | 0.05% | 242 |
|
|
2022
Q4 | $250K | Hold |
5,484
| – | – | 0.06% | 231 |
|
|
2022
Q3 | $208K | Hold |
5,484
| – | – | 0.05% | 258 |
|
|
2022
Q2 | $237K | Hold |
5,484
| – | – | 0.05% | 239 |
|
|
2022
Q1 | $346K | Hold |
5,484
| – | – | 0.06% | 223 |
|
|
2021
Q4 | $371K | Hold |
5,484
| – | – | 0.07% | 219 |
|
|
2021
Q3 | $348K | Hold |
5,484
| – | – | 0.07% | 221 |
|
|
2021
Q2 | $339K | Hold |
5,484
| – | – | 0.07% | 205 |
|
|
2021
Q1 | $289K | Hold |
5,484
| – | – | 0.07% | 204 |
|
|
2020
Q4 | $234K | Buy |
+5,484
| New | +$234K | 0.06% | 207 |
|