Allworth Financial’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.3K | Buy |
627
+308
| +97% | +$28.2K | ﹤0.01% | 1860 |
|
|
2025
Q1 | $20.7K | Hold |
319
| – | – | ﹤0.01% | 2056 |
|
|
2024
Q4 | $31K | Hold |
319
| – | – | ﹤0.01% | 1826 |
|
|
2024
Q3 | $27.5K | Buy |
319
+63
| +25% | +$5.43K | ﹤0.01% | 1712 |
|
|
2024
Q2 | $20K | Hold |
256
| – | – | ﹤0.01% | 1886 |
|
|
2024
Q1 | $18.1K | Hold |
256
| – | – | ﹤0.01% | 1831 |
|
|
2023
Q4 | $14K | Buy |
+256
| New | +$14K | ﹤0.01% | 1844 |
|
|
2023
Q1 | – | Sell |
-114
| Closed | -$3.72K | – | 3296 |
|
|
2022
Q4 | $3.72K | Buy |
114
+1
| +0.9% | +$33 | ﹤0.01% | 2015 |
|
|
2022
Q3 | $3K | Hold |
113
| – | – | ﹤0.01% | 2071 |
|
|
2022
Q2 | $4K | Buy |
+113
| New | +$4K | ﹤0.01% | 1847 |
|