Institute for Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $316K | Hold |
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|
2025
Q2 | $275K | Sell |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $265K | Sell |
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|
2024
Q3 | $268K | Sell |
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|
2024
Q2 | $256K | Hold |
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|
2024
Q1 | $240K | Hold |
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|
2023
Q4 | $201K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $202K | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $1.69M | Sell |
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|
2022
Q2 | $1.92M | Sell |
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|
2022
Q1 | $2.83M | Sell |
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|
2021
Q4 | $3.2M | Sell |
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|
2021
Q3 | $2.64M | Sell |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.29M | Sell |
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|
2020
Q4 | $2.82M | Buy |
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|
2020
Q3 | $2.24M | Sell |
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|
2020
Q2 | $2.34M | Buy |
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|
2020
Q1 | $1.22M | Sell |
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|
2019
Q4 | $2.34M | Hold |
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|
2019
Q3 | $1.99M | Sell |
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|
2019
Q2 | $2.02M | Buy |
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|
2019
Q1 | $1.87M | Sell |
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|
2018
Q4 | $1.64M | Buy |
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|
2018
Q3 | $2.05M | Buy |
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|
2018
Q2 | $1.75M | Sell |
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|
2018
Q1 | $1.72M | Sell |
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|
2017
Q4 | $1.99M | Sell |
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|
2017
Q3 | $1.82M | Sell |
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|
2017
Q2 | $1.71M | Buy |
|