INSTITUTE FOR WEALTH MANAGEMENT, LLC. – ProShares Ultra MidCap400 Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.10M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-7.38%
quarter
ProShares Ultra MidCap400 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -88K | $40.31 | 27.38K | |
| Q2 2022 | share | Decrease | -0.77% | -212 shares | -539K | $43.52 | 27.38K |
| Q1 2022 | share | Decrease | -0.20% | -55 shares | -224K | $62.72 | 27.59K |
| Q4 2021 | share | 0.00% | 0 shares | 258K | $70.53 | 27.65K | |
| Q3 2021 | share | Decrease | -0.40% | -110 shares | -86K | $61.39 | 27.65K |
| Q2 2021 | share | 0.00% | 0 shares | 106K | $64.2 | 27.76K | |
| Q1 2021 | share | Decrease | -18.66% | -6.37K shares | 50K | $60.38 | 27.76K |
| Q4 2020 | share | Decrease | -0.72% | -246 shares | 552K | $47.63 | 34.13K |
| Q3 2020 | share | Increase | +0.09% | 31 shares | 84K | $31.21 | 34.37K |
| Q2 2020 | share | Decrease | -0.24% | -81 shares | 309K | $28.8 | 34.34K |
| Q1 2020 | share | Decrease | -5.29% | -1.92K shares | -959K | $19.77 | 34.42K |
| Q4 2019 | share | 0.00% | 0 shares | 189K | $44.86 | 36.35K | |
| Q3 2019 | share | Decrease | -0.45% | -164 shares | -40K | $39.62 | 36.35K |
| Q2 2019 | share | Decrease | -3.77% | -1.43K shares | 9K | $40.44 | 36.51K |
| Q1 2019 | share | Decrease | -2.31% | -897 shares | 302K | $38.61 | 37.94K |
| Q4 2018 | share | Decrease | -0.93% | -366 shares | -596K | $30.01 | 38.84K |
| Q3 2018 | share | Increase | +3.44% | 1.30K shares | 155K | $44.82 | 39.20K |
| Q2 2018 | share | Decrease | -4.12% | -1.62K shares | 68K | $41.98 | 37.90K |
| Q1 2018 | share | Decrease | -3.26% | -1.33K shares | -119K | $39.04 | 39.53K |
| Q4 2017 | share | Decrease | -2.17% | -906 shares | 142K | $40.26 | 40.86K |
| Q3 2017 | share | Decrease | -1.95% | -831 shares | 58K | $35.89 | 41.77K |
| Q2 2017 | share | Increase | 0.00% | 42.60K shares | 1.47M | $33.97 | 42.60K |