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Legacy Wealth Management (Idaho)’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio UPRO Stock Details UPRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-828
Closed -$92.3K – 967
2025
Q3 		$92.3K Buy
828
+128
+18% +$12.9K 0.04% 129
2025
Q2 		$64K Buy
+700
New +$52K 0.03% 136
2024
Q4 		– Sell
-3,572
Closed -$340K – 813
2024
Q3 		$340K Buy
+3,572
New +$281K 0.21% 47

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RAM
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SFA
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DT
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