Caldwell Trust’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Caldwell Trust’s Portfolio UPRO Stock Details UPRO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-10,220
2023 Q1	$394K	Buy	+10,220
2022 Q3	–	Sell	-7,300
2022 Q2	$255K	Hold	7,300
2022 Q1	$464K	Hold	7,300
2021 Q4	$557K	Buy	+7,300