DWS
Discipline Wealth Solutions’s ProShares Ultra S&P500 SSO Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.46M | Buy |
14,962
+853
| +6% | +$83.4K | 0.56% | 30 |
|
2025
Q1 | $1.17M | Sell |
14,109
-7,092
| -33% | -$587K | 0.56% | 25 |
|
2024
Q4 | $1.96M | Buy |
21,201
+11,926
| +129% | +$1.1M | 0.91% | 21 |
|
2024
Q3 | $836K | Buy |
+9,275
| New | +$836K | 0.44% | 31 |
|