Harvest Group Wealth Management’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-212
| Closed | -$8K | – | 684 |
|
|
2020
Q4 | $8K | Buy |
212
+28
| +15% | +$1.06K | ﹤0.01% | 237 |
|
|
2020
Q3 | $5K | Buy |
184
+20
| +12% | +$543 | ﹤0.01% | 266 |
|
|
2020
Q2 | $3K | Buy |
164
+66
| +67% | +$1.21K | ﹤0.01% | 286 |
|
|
2020
Q1 | $1K | Buy |
98
+60
| +158% | +$612 | ﹤0.01% | 442 |
|
|
2019
Q4 | $1K | Buy |
+38
| New | +$1K | ﹤0.01% | 883 |
|