WSTAM
Wilbanks Smith & Thomas Asset Management’s ProShares Ultra Technology ROM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q1 | – | Sell |
-3,045
| Closed | -$218K | – | 488 |
|
2020
Q4 | $218K | Buy |
+3,045
| New | +$218K | 0.01% | 398 |
|
2016
Q2 | – | Sell |
-3,275
| Closed | -$261K | – | 304 |
|
2016
Q1 | $261K | Buy |
+3,275
| New | +$261K | 0.03% | 236 |
|
2015
Q3 | – | Sell |
-5,438
| Closed | -$414K | – | 296 |
|
2015
Q2 | $414K | Buy |
5,438
+2,728
| +101% | +$208K | 0.04% | 196 |
|
2015
Q1 | $415K | Sell |
2,710
-50
| -2% | -$7.66K | 0.04% | 191 |
|
2014
Q4 | $420K | Buy |
2,760
+735
| +36% | +$112K | 0.04% | 194 |
|
2014
Q3 | $288K | Buy |
+2,025
| New | +$288K | 0.03% | 219 |
|