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

Caldwell Trust’s Portfolio UPRO Stock Details UPRO Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell
2023 Q1	$394K	Buy
2022 Q3	–	Sell
2022 Q2	$255K	Hold
2022 Q1	$464K	Hold
2021 Q4	$557K	Buy