EFG
Erickson Financial 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 | $823K | Buy |
8,998
+814
| +10% | +$74.4K | 0.56% | 15 |
|
|
2025
Q1 | $605K | Buy |
8,184
+474
| +6% | +$35K | 0.45% | 14 |
|
|
2024
Q4 | $683K | Buy |
7,710
+237
| +3% | +$21K | 0.49% | 14 |
|
|
2024
Q3 | $644K | Buy |
7,473
+502
| +7% | +$43.3K | 0.46% | 14 |
|
|
2024
Q2 | $536K | Buy |
6,971
+335
| +5% | +$25.7K | 0.41% | 16 |
|
|
2024
Q1 | $468K | Buy |
6,636
+363
| +6% | +$25.6K | 0.37% | 15 |
|
|
2023
Q4 | $343K | Buy |
6,273
+94
| +2% | +$5.15K | 0.29% | 20 |
|
|
2023
Q3 | $254K | Buy |
6,179
+90
| +1% | +$3.71K | 0.24% | 22 |
|
|
2023
Q2 | $288K | Buy |
6,089
+93
| +2% | +$4.41K | 0.26% | 22 |
|
|
2023
Q1 | $231K | Buy |
+5,996
| New | +$231K | 0.23% | 23 |
|
|
2022
Q2 | – | Sell |
-4,518
| Closed | -$287K | – | 26 |
|
|
2022
Q1 | $287K | Buy |
4,518
+2,291
| +103% | +$146K | 0.26% | 23 |
|
|
2021
Q4 | $340K | Buy |
+2,227
| New | +$340K | 0.29% | 20 |
|