Corient Private Wealth’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 | $1.9M | Buy |
20,121
+1,275
| +7% | +$120K | ﹤0.01% | 1124 |
|
|
2025
Q1 | $1.66M | Buy |
18,846
+685
| +4% | +$60.2K | ﹤0.01% | 1046 |
|
|
2024
Q4 | $1.72M | Hold |
18,161
| – | – | ﹤0.01% | 1059 |
|
|
2024
Q3 | $1.74M | Sell |
18,161
-495
| -3% | -$47.6K | ﹤0.01% | 1136 |
|
|
2024
Q2 | $1.47M | Hold |
18,656
| – | – | ﹤0.01% | 1169 |
|
|
2024
Q1 | $1.59M | Sell |
18,656
-13,675
| -42% | -$1.16M | ﹤0.01% | 1132 |
|
|
2023
Q4 | $2.4M | Buy |
32,331
+6,123
| +23% | +$455K | ﹤0.01% | 923 |
|
|
2023
Q3 | $1.41M | Buy |
26,208
+22,208
| +555% | +$1.19M | ﹤0.01% | 1054 |
|
|
2023
Q2 | $239K | Sell |
4,000
-8,600
| -68% | -$513K | ﹤0.01% | 1790 |
|
|
2023
Q1 | $700K | Buy |
+12,600
| New | +$700K | ﹤0.01% | 1226 |
|