Avidian Wealth Enterprises’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Buy |
9,504
+1,184
| +14% | +$116K | 0.04% | 208 |
|
|
2025
Q1 | $689K | Buy |
+8,320
| New | +$689K | 0.03% | 248 |
|
|
2015
Q3 | – | Sell |
-62,000
| Closed | -$1M | – | 41 |
|
|
2015
Q2 | $1M | Sell |
62,000
-260,872
| -81% | -$4.21M | 0.42% | 16 |
|
|
2015
Q1 | $5.22M | Buy |
322,872
+260,536
| +418% | +$4.21M | 2.21% | 10 |
|
|
2014
Q4 | $1M | Sell |
62,336
-260,872
| -81% | -$4.18M | 0.41% | 17 |
|
|
2014
Q3 | $4.76M | Sell |
323,208
-2,720
| -0.8% | -$40K | 1.86% | 15 |
|
|
2014
Q2 | $4.72M | Buy |
325,928
+260,920
| +401% | +$3.78M | 1.74% | 16 |
|
|
2014
Q1 | $856K | Sell |
65,008
-3,952
| -6% | -$52K | 0.48% | 12 |
|
|
2013
Q4 | $745K | Buy |
+68,960
| New | +$745K | 0.69% | 13 |
|