United Capital Financial Advisors’s ProShares Ultra Materials UYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-33,912
| Closed | -$718K | – | 1237 |
|
|
2021
Q3 | $718K | Buy |
33,912
+5,336
| +19% | +$113K | ﹤0.01% | 761 |
|
|
2021
Q2 | $675K | Buy |
+28,576
| New | +$675K | ﹤0.01% | 791 |
|
|
2016
Q4 | – | Sell |
-36,092
| Closed | -$402K | – | 1330 |
|
|
2016
Q3 | $402K | Hold |
36,092
| – | – | ﹤0.01% | 1009 |
|
|
2016
Q2 | $370K | Hold |
36,092
| – | – | ﹤0.01% | 985 |
|
|
2016
Q1 | $346K | Hold |
36,092
| – | – | ﹤0.01% | 972 |
|
|
2015
Q4 | $326K | Buy |
+36,092
| New | +$326K | ﹤0.01% | 994 |
|
|
2015
Q1 | – | Sell |
-62,248
| Closed | -$775K | – | 1281 |
|
|
2014
Q4 | $775K | Sell |
62,248
-19,208
| -24% | -$239K | 0.01% | 706 |
|
|
2014
Q3 | $1.11M | Buy |
+81,456
| New | +$1.11M | 0.02% | 585 |
|