EverSource Wealth Advisors’s ProShares UltraPro Short S&P 500 SPXU Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $104K | Buy |
6,200
+975
| +19% | +$16.4K | ﹤0.01% | 1178 |
|
2025
Q1 | $133K | Buy |
+5,225
| New | +$133K | 0.01% | 807 |
|
2024
Q4 | – | Hold |
0
| – | – | – | 3820 |
|
2023
Q4 | – | Sell |
-5
| Closed | -$270 | – | 2742 |
|
2023
Q3 | $270 | Buy |
5
+1
| +25% | +$54 | ﹤0.01% | 2435 |
|
2023
Q2 | $237 | Hold |
4
| – | – | ﹤0.01% | 2412 |
|
2023
Q1 | $297 | Buy |
+4
| New | +$297 | ﹤0.01% | 2290 |
|