Valeo Financial Advisors’s ProShares UltraPro Dow 30 UDOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-3,818
| Closed | -$196K | – | 2090 |
|
|
2020
Q4 | $196K | Buy |
3,818
+14
| +0.4% | +$719 | 0.01% | 417 |
|
|
2020
Q3 | $148K | Hold |
3,804
| – | – | 0.01% | 373 |
|
|
2020
Q2 | $119K | Buy |
3,804
+1,800
| +90% | +$56.3K | 0.01% | 438 |
|
|
2020
Q1 | $52K | Buy |
+2,004
| New | +$52K | 0.01% | 577 |
|
|
2019
Q3 | – | Sell |
-1,060
| Closed | -$55K | – | 1664 |
|
|
2019
Q2 | $55K | Buy |
+1,060
| New | +$55K | 0.01% | 568 |
|