Vantage Financial Partners (Wisconsin)’s United States Natural Gas Fund UNG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-20,000
| Closed | -$327K | – | 207 |
|
2024
Q3 | $327K | Hold |
20,000
| – | – | 0.08% | 136 |
|
2024
Q2 | $349K | Hold |
20,000
| – | – | 0.09% | 104 |
|
2024
Q1 | $291K | Hold |
20,000
| – | – | 0.08% | 112 |
|
2023
Q4 | $406K | Buy |
20,000
+15,000
| +300% | +$304K | 0.12% | 82 |
|
2023
Q3 | $137K | Hold |
5,000
| – | – | 0.05% | 77 |
|
2023
Q2 | $148K | Buy |
+5,000
| New | +$148K | 0.06% | 85 |
|