AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46K | Sell |
26
-208
| -89% | -$19.6K | ﹤0.01% | 2036 |
|
|
2025
Q1 | $20.6K | Sell |
234
-447
| -66% | -$39.3K | ﹤0.01% | 1735 |
|
|
2024
Q4 | $64.4K | Buy |
+681
| New | +$64.4K | ﹤0.01% | 1518 |
|
|
2021
Q2 | – | Sell |
-5,600
| Closed | -$359K | – | 1661 |
|
|
2021
Q1 | $359K | Sell |
5,600
-9,026
| -62% | -$579K | ﹤0.01% | 1190 |
|
|
2020
Q4 | $749K | Sell |
14,626
-766
| -5% | -$39.2K | 0.01% | 806 |
|
|
2020
Q3 | $599K | Sell |
15,392
-1,376
| -8% | -$53.5K | 0.01% | 818 |
|
|
2020
Q2 | $527K | Buy |
16,768
+3,688
| +28% | +$116K | 0.01% | 855 |
|
|
2020
Q1 | $273K | Buy |
13,080
+6,892
| +111% | +$144K | 0.01% | 901 |
|
|
2019
Q4 | $384K | Buy |
6,188
+638
| +11% | +$39.6K | 0.01% | 818 |
|
|
2019
Q3 | $292K | Buy |
5,550
+10
| +0.2% | +$526 | 0.01% | 794 |
|
|
2019
Q2 | $284K | Hold |
5,540
| – | – | 0.01% | 770 |
|
|
2019
Q1 | $267K | Buy |
+5,540
| New | +$267K | 0.02% | 496 |
|
|
2018
Q4 | – | Sell |
-5,416
| Closed | -$296K | – | 589 |
|
|
2018
Q3 | $296K | Sell |
5,416
-670
| -11% | -$36.6K | 0.02% | 452 |
|
|
2018
Q2 | $258K | Buy |
+6,086
| New | +$258K | 0.02% | 367 |
|