CIBC Private Wealth Group’s ProShares UltraPro S&P 500 UPRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
1,550
+85
| +6% | +$7.77K | ﹤0.01% | 1255 |
|
|
2025
Q1 | $74.2K | Sell |
1,465
-55
| -4% | -$2.79K | ﹤0.01% | 1471 |
|
|
2024
Q4 | $137K | Sell |
1,520
-299
| -16% | -$26.9K | ﹤0.01% | 1309 |
|
|
2024
Q3 | $157K | Hold |
1,819
| – | – | ﹤0.01% | 1297 |
|
|
2024
Q2 | $148K | Buy |
1,819
+1
| +0.1% | +$81 | ﹤0.01% | 1234 |
|
|
2024
Q1 | $128K | Buy |
+1,818
| New | +$128K | ﹤0.01% | 1296 |
|
|
2022
Q2 | – | Sell |
-3,354
| Closed | -$213K | – | 1301 |
|
|
2022
Q1 | $213K | Buy |
+3,354
| New | +$213K | ﹤0.01% | 944 |
|
|
2018
Q3 | – | Sell |
-1,792
| Closed | -$42K | – | 1686 |
|
|
2018
Q2 | $42K | Buy |
1,792
+592
| +49% | +$13.9K | ﹤0.01% | 1209 |
|
|
2018
Q1 | $26K | Sell |
1,200
-1,950
| -62% | -$42.3K | ﹤0.01% | 1323 |
|
|
2017
Q4 | $74K | Buy |
+3,150
| New | +$74K | ﹤0.01% | 1092 |
|