Cassaday & Co Wealth Management’s ProShares UltraPro Dow 30 UDOW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $425K | Sell |
4,501
-3,000
| -40% | -$283K | 0.01% | 225 |
|
|
2025
Q1 | $659K | Buy |
7,501
+3,100
| +70% | +$272K | 0.02% | 166 |
|
|
2024
Q4 | $416K | Hold |
4,401
| – | – | 0.01% | 211 |
|
|
2024
Q3 | $423K | Hold |
4,401
| – | – | 0.01% | 201 |
|
|
2024
Q2 | $346K | Hold |
4,401
| – | – | 0.01% | 214 |
|
|
2024
Q1 | $375K | Hold |
4,401
| – | – | 0.01% | 199 |
|
|
2023
Q4 | $327K | Hold |
4,401
| – | – | 0.01% | 195 |
|
|
2023
Q3 | $237K | Hold |
4,401
| – | – | 0.01% | 224 |
|
|
2023
Q2 | $263K | Hold |
4,401
| – | – | 0.01% | 212 |
|
|
2023
Q1 | $244K | Buy |
+4,401
| New | +$244K | 0.01% | 226 |
|