BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-400
| Closed | -$13K | – | 1001 |
|
|
2020
Q2 | $13K | Buy |
400
+240
| +150% | +$7.8K | ﹤0.01% | 506 |
|
|
2020
Q1 | $4K | Hold |
160
| – | – | ﹤0.01% | 633 |
|
|
2019
Q4 | $6K | Hold |
160
| – | – | ﹤0.01% | 601 |
|
|
2019
Q3 | $5K | Hold |
160
| – | – | ﹤0.01% | 568 |
|
|
2019
Q2 | $5K | Hold |
160
| – | – | ﹤0.01% | 590 |
|
|
2019
Q1 | $5K | Buy |
+160
| New | +$5K | ﹤0.01% | 593 |
|