United Capital Financial Advisors’s ProShares Ultra Technology ROM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-149,344
| Closed | -$891K | – | 1311 |
|
|
2016
Q3 | $891K | Hold |
149,344
| – | – | 0.01% | 803 |
|
|
2016
Q2 | $700K | Hold |
149,344
| – | – | 0.01% | 834 |
|
|
2016
Q1 | $744K | Hold |
149,344
| – | – | 0.01% | 777 |
|
|
2015
Q4 | $735K | Buy |
+149,344
| New | +$735K | 0.01% | 774 |
|
|
2015
Q1 | – | Sell |
-215,168
| Closed | -$1.02M | – | 1269 |
|
|
2014
Q4 | $1.02M | Sell |
215,168
-66,528
| -24% | -$317K | 0.02% | 647 |
|
|
2014
Q3 | $1.25M | Buy |
+281,696
| New | +$1.25M | 0.02% | 550 |
|