Charter Oak Capital Management’s ProShares Ultra S&P500 SSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$383K Hold
2025
Q2
$334K Buy
2025
Q1
$277K Hold
2024
Q4
$309K Hold
2024
Q3
$301K Sell
2024
Q2
$510K Sell
2024
Q1
$559K Hold
2023
Q4
$469K Buy
2023
Q3
$383K Buy
2023
Q2
$395K Buy
2023
Q1
$303K Buy
2022
Q4
$267K Buy
2022
Q3
$238K Sell
2022
Q2
$289K Sell
2022
Q1
$478K Sell
2021
Q4
$542K Sell
2021
Q3
$462K Buy
2021
Q2
$457K Hold
2021
Q1
$392K Sell
2020
Q4
$363K Buy