KWA
Kingswood 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 | $11.8M | Buy |
120,914
+113,120
| +1,451% | +$11.1M | 0.93% | 16 |
|
|
2025
Q1 | $645K | Sell |
7,794
-64,453
| -89% | -$5.34M | 0.06% | 339 |
|
|
2024
Q4 | $6.68M | Buy |
72,247
+61,356
| +563% | +$5.68M | 0.5% | 31 |
|
|
2024
Q3 | $982K | Sell |
10,891
-58,780
| -84% | -$5.3M | 0.07% | 298 |
|
|
2024
Q2 | $5.75M | Buy |
69,671
+22,342
| +47% | +$1.85M | 0.52% | 30 |
|
|
2024
Q1 | $3.67M | Sell |
47,329
-7,515
| -14% | -$583K | 0.42% | 42 |
|
|
2023
Q4 | $3.57M | Buy |
+54,844
| New | +$3.57M | 0.4% | 48 |
|