EWA
Evolution Wealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Hold |
11,532
| – | – | 0.17% | 67 |
|
|
2025
Q1 | $955K | Hold |
11,532
| – | – | 0.16% | 64 |
|
|
2024
Q4 | $1.07M | Hold |
11,532
| – | – | 0.18% | 61 |
|
|
2024
Q3 | $1.04M | Hold |
11,532
| – | – | 0.19% | 59 |
|
|
2024
Q2 | $953K | Hold |
11,532
| – | – | 0.19% | 61 |
|
|
2024
Q1 | $894K | Hold |
11,532
| – | – | 0.17% | 62 |
|
|
2023
Q4 | $750K | Hold |
11,532
| – | – | 0.15% | 65 |
|
|
2023
Q3 | $616K | Hold |
11,532
| – | – | 0.14% | 65 |
|
|
2023
Q2 | $671K | Hold |
11,532
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $579K | Hold |
11,532
| – | – | 0.14% | 61 |
|
|
2022
Q4 | $513K | Hold |
11,532
| – | – | 0.13% | 71 |
|
|
2022
Q3 | $458K | Hold |
11,532
| – | – | 0.13% | 71 |
|
|
2022
Q2 | $518K | Hold |
11,532
| – | – | 0.13% | 71 |
|
|
2022
Q1 | $757K | Buy |
11,532
+5,766
| +100% | +$379K | 0.16% | 61 |
|
|
2021
Q4 | $844 | Hold |
5,766
| – | – | 0.13% | 55 |
|
|
2021
Q3 | $691K | Hold |
5,766
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $688K | Hold |
5,766
| – | – | 0.14% | 67 |
|
|
2021
Q1 | $590K | Hold |
5,766
| – | – | 0.13% | 72 |
|
|
2020
Q4 | $527K | Hold |
5,766
| – | – | 0.12% | 70 |
|
|
2020
Q3 | $424K | Buy |
5,766
+2,883
| +100% | +$212K | 0.12% | 68 |
|
|
2020
Q2 | $361K | Hold |
2,883
| – | – | 0.12% | 63 |
|
|
2020
Q1 | $257K | Buy |
+2,883
| New | +$257K | 0.1% | 55 |
|
|
2019
Q4 | – | Sell |
-2,883
| Closed | -$370K | – | 694 |
|
|
2019
Q3 | $370K | Buy |
+2,883
| New | +$370K | 0.18% | 25 |
|