Carson Wealth (CWM LLC)’s ProShares UltraPro Dow 30 UDOW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 5310 |
|
|
2025
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 5205 |
|
|
2024
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 5177 |
|
|
2024
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 5161 |
|
|
2024
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 4955 |
|
|
2024
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 4755 |
|
|
2023
Q4 | $0 | Sell |
1
-15
| -94% | – | ﹤0.01% | 4517 |
|
|
2023
Q3 | $1K | Sell |
16
-5,193
| -100% | -$325K | ﹤0.01% | 4088 |
|
|
2023
Q2 | $311K | Buy |
5,209
+19
| +0.4% | +$1.13K | ﹤0.01% | 1096 |
|
|
2023
Q1 | $288K | Hold |
5,190
| – | – | ﹤0.01% | 1067 |
|
|
2022
Q4 | $294K | Hold |
5,190
| – | – | ﹤0.01% | 959 |
|
|
2022
Q3 | $200K | Hold |
5,190
| – | – | ﹤0.01% | 1052 |
|
|
2022
Q2 | $254K | Hold |
5,190
| – | – | ﹤0.01% | 948 |
|
|
2022
Q1 | $377K | Buy |
+5,190
| New | +$377K | ﹤0.01% | 806 |
|