Innova Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-4,087
| Closed | -$362K | – | 104 |
|
2024
Q4 | $362K | Buy |
+4,087
| New | +$362K | 0.23% | 60 |
|
2024
Q3 | – | Sell |
-3,863
| Closed | -$297K | – | 137 |
|
2024
Q2 | $297K | Buy |
+3,863
| New | +$297K | 0.21% | 62 |
|
2024
Q1 | – | Sell |
-4,516
| Closed | -$247K | – | 80 |
|
2023
Q4 | $247K | Buy |
+4,516
| New | +$247K | 0.21% | 59 |
|
2023
Q3 | – | Sell |
-5,902
| Closed | -$280K | – | 61 |
|
2023
Q2 | $280K | Buy |
+5,902
| New | +$280K | 0.24% | 47 |
|
2022
Q2 | – | Sell |
-4,100
| Closed | -$261K | – | 65 |
|
2022
Q1 | $261K | Sell |
4,100
-2,584
| -39% | -$164K | 0.19% | 58 |
|
2021
Q4 | $510K | Sell |
6,684
-772
| -10% | -$58.9K | 0.36% | 36 |
|
2021
Q3 | $424K | Buy |
7,456
+1,640
| +28% | +$93.3K | 0.34% | 42 |
|
2021
Q2 | $330K | Buy |
+5,816
| New | +$330K | 0.26% | 45 |
|