Waverly Advisors’s ProShares Ultra Technology ROM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $760K | Hold |
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|
2025
Q2 | $624K | Sell |
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|
2025
Q1 | $545K | Hold |
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|
2024
Q4 | $711K | Hold |
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|
2024
Q3 | $684K | Hold |
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|
2024
Q2 | $712K | Hold |
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|
2024
Q1 | $620K | Buy |
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|
2023
Q4 | $531K | Hold |
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|
2023
Q3 | $392K | Hold |
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|
2023
Q2 | $450K | Hold |
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|
2023
Q1 | $348K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $237K | Hold |
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|
2022
Q2 | $286K | Hold |
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|
2022
Q1 | $500K | Sell |
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|
2021
Q4 | $481K | Buy |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $482K | Hold |
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|
2021
Q1 | $363K | Hold |
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|
2020
Q4 | $378K | Hold |
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|
2020
Q3 | $244K | Buy |
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|
2020
Q2 | $221K | Buy |
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