Creative Planning’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 | – | Sell |
-5,248
| Closed | -$461K | – | 3704 |
|
|
2025
Q1 | $461K | Buy |
+5,248
| New | +$461K | ﹤0.01% | 2352 |
|
|
2023
Q1 | – | Sell |
-3,541
| Closed | -$201K | – | 2644 |
|
|
2022
Q4 | $201K | Buy |
+3,541
| New | +$201K | ﹤0.01% | 2009 |
|
|
2020
Q4 | – | Sell |
-5,460
| Closed | -$212K | – | 2186 |
|
|
2020
Q3 | $212K | Buy |
+5,460
| New | +$212K | ﹤0.01% | 1623 |
|
|
2019
Q2 | – | Sell |
-21,720
| Closed | -$1.05M | – | 1961 |
|
|
2019
Q1 | $1.05M | Sell |
21,720
-11,900
| -35% | -$574K | ﹤0.01% | 715 |
|
|
2018
Q4 | $1.2M | Buy |
+33,620
| New | +$1.2M | ﹤0.01% | 601 |
|