United Capital Financial Advisors’s ProShares Ultra Financials UYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-23,868
| Closed | -$578K | – | 1329 |
|
|
2016
Q3 | $578K | Hold |
23,868
| – | – | 0.01% | 918 |
|
|
2016
Q2 | $525K | Hold |
23,868
| – | – | 0.01% | 900 |
|
|
2016
Q1 | $512K | Hold |
23,868
| – | – | 0.01% | 875 |
|
|
2015
Q4 | $565K | Buy |
+23,868
| New | +$565K | 0.01% | 858 |
|
|
2015
Q1 | – | Sell |
-43,026
| Closed | -$1.07M | – | 1280 |
|
|
2014
Q4 | $1.07M | Sell |
43,026
-10,290
| -19% | -$256K | 0.02% | 633 |
|
|
2014
Q3 | $1.15M | Buy |
+53,316
| New | +$1.15M | 0.02% | 574 |
|