BDO Wealth Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-3,042
| Closed | -$75K | – | 695 |
|
|
2019
Q1 | $75K | Buy |
3,042
+14
| +0.5% | +$345 | 0.02% | 243 |
|
|
2018
Q4 | $53K | Buy |
3,028
+2
| +0.1% | +$35 | 0.02% | 256 |
|
|
2018
Q3 | $87K | Hold |
3,026
| – | – | 0.03% | 228 |
|
|
2018
Q2 | $71K | Buy |
3,026
+2
| +0.1% | +$47 | 0.02% | 252 |
|
|
2018
Q1 | $66K | Buy |
+3,024
| New | +$66K | 0.02% | 222 |
|
|
2017
Q3 | – | Sell |
-3,018
| Closed | -$52K | – | 546 |
|
|
2017
Q2 | $52K | Buy |
+3,018
| New | +$52K | 0.02% | 230 |
|