TrinityPoint Wealth’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $469K | Hold |
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|
2024
Q3 | $419K | Hold |
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|
2024
Q2 | $351K | Hold |
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|
2024
Q1 | $375K | Hold |
|
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|
2023
Q4 | $303K | Hold |
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|
2023
Q3 | $239K | Hold |
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|
2023
Q2 | $250K | Hold |
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|
2023
Q1 | $232K | Hold |
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|
2022
Q4 | $250K | Hold |
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|
2022
Q3 | $208K | Hold |
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|
2022
Q2 | $237K | Hold |
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|
2022
Q1 | $346K | Hold |
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|
2021
Q4 | $371K | Hold |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $339K | Hold |
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|
2021
Q1 | $289K | Hold |
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|
2020
Q4 | $234K | Buy |
|