Institutional & Family Asset Management’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-840
| Closed | -$50K | – | 916 |
|
|
2021
Q3 | $50K | Sell |
840
-974
| -54% | -$58K | 0.01% | 324 |
|
|
2021
Q2 | $108K | Buy |
1,814
+164
| +10% | +$9.76K | 0.02% | 229 |
|
|
2021
Q1 | $84K | Buy |
+1,650
| New | +$84K | 0.02% | 286 |
|
|
2020
Q2 | – | Sell |
-208
| Closed | -$5K | – | 906 |
|
|
2020
Q1 | $5K | Sell |
208
-13,284
| -98% | -$319K | ﹤0.01% | 537 |
|
|
2019
Q4 | $509K | Buy |
+13,492
| New | +$509K | 0.11% | 119 |
|