Cedar Brook Financial Partners’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 | |
---|---|---|---|---|---|---|---|---|
2021
Q3 | – | Sell |
-6,378
| Closed | -$381K | – | 375 |
|
2021
Q2 | $381K | Buy |
+6,378
| New | +$381K | 0.11% | 220 |
|
2021
Q1 | – | Sell |
-7,274
| Closed | -$332K | – | 346 |
|
2020
Q4 | $332K | Buy |
+7,274
| New | +$332K | 0.12% | 196 |
|
2019
Q3 | – | Sell |
-24,560
| Closed | -$774K | – | 321 |
|
2019
Q2 | $774K | Sell |
24,560
-72
| -0.3% | -$2.27K | 0.36% | 86 |
|
2019
Q1 | $725K | Buy |
24,632
+560
| +2% | +$16.5K | 0.35% | 84 |
|
2018
Q4 | $559K | Buy |
+24,072
| New | +$559K | 0.34% | 97 |
|