Lenox Wealth Advisors’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 | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-664
| Closed | -$49K | – | 972 |
|
2021
Q4 | $49K | Buy |
+664
| New | +$49K | 0.01% | 260 |
|
2015
Q3 | – | Sell |
-5,688
| Closed | -$92K | – | 406 |
|
2015
Q2 | $92K | Hold |
5,688
| – | – | 0.04% | 47 |
|
2015
Q1 | $92K | Hold |
5,688
| – | – | 0.04% | 49 |
|
2014
Q4 | $91K | Hold |
5,688
| – | – | 0.04% | 53 |
|
2014
Q3 | $84K | Hold |
5,688
| – | – | 0.04% | 54 |
|
2014
Q2 | $83K | Hold |
5,688
| – | – | 0.04% | 45 |
|
2014
Q1 | $76K | Hold |
5,688
| – | – | 0.04% | 45 |
|
2013
Q4 | $73K | Hold |
5,688
| – | – | 0.05% | 53 |
|
2013
Q3 | $60K | Hold |
5,688
| – | – | 0.06% | 32 |
|
2013
Q2 | $55K | Buy |
+5,688
| New | +$55K | 0.06% | 33 |
|