United Capital Financial Advisors’s ProShares Trust UltraShort Lehman 20+ Year Treasury TBT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q3 | – | Sell |
-10,978
| Closed | -$547K | – | 1313 |
|
|
2015
Q2 | $547K | Sell |
10,978
-11,506
| -51% | -$573K | 0.01% | 884 |
|
|
2015
Q1 | $1M | Buy |
22,484
+13,419
| +148% | +$599K | 0.01% | 720 |
|
|
2014
Q4 | $421K | Sell |
9,065
-647
| -7% | -$30K | 0.01% | 874 |
|
|
2014
Q3 | $547K | Buy |
+9,712
| New | +$547K | 0.01% | 771 |
|
|
2014
Q2 | – | Sell |
-3,012
| Closed | -$203K | – | 916 |
|
|
2014
Q1 | $203K | Buy |
+3,012
| New | +$203K | ﹤0.01% | 869 |
|