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Baldwin Wealth Partners’s ProShares Ultra S&P500 SSO Stock Holding History

Baldwin Wealth Partners’s Portfolio SSO Stock Details SSO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-8,000
Closed -$89K – 552
2020
Q1 		$89K Hold
8,000
– – 0.02% 212
2019
Q4 		$151K Hold
8,000
– – 0.02% 200
2019
Q3 		$128K Hold
8,000
– – 0.02% 204
2019
Q2 		$126K Hold
8,000
– – 0.02% 226
2019
Q1 		$118K Sell
8,000
-28,800
-78% -$392K 0.02% 227
2018
Q4 		$427K Hold
36,800
– – 0.07% 128
2018
Q3 		$587K Hold
36,800
– – 0.08% 114
2018
Q2 		$512K Hold
36,800
– – 0.08% 124
2018
Q1 		$485K Sell
36,800
-800
-2% -$11.4K 0.08% 125
2017
Q4 		$514K Buy
37,600
+16,800
+81% +$217K 0.08% 125
2017
Q3 		$252K Hold
20,800
– – 0.04% 172
2017
Q2 		$233K Sell
20,800
-2,000
-9% -$21.9K 0.04% 176
2017
Q1 		$242K Buy
22,800
+18,800
+470% +$193K 0.04% 174
2016
Q4 		$38K Hold
4,000
– – 0.01% 310
2016
Q3 		$35K Buy
+4,000
New +$35.3K 0.01% 330

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FI
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GWM
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BCM
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IMC Chicago
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HighTower Advisors
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Goldman Sachs
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PFA
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TRCT
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