Palumbo Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $638K | Buy |
6,525
+695
| +12% | +$67.9K | 0.2% | 83 |
|
|
2025
Q1 | $483K | Buy |
5,830
+592
| +11% | +$49K | 0.16% | 96 |
|
|
2024
Q4 | $485K | Buy |
5,238
+16
| +0.3% | +$1.48K | 0.18% | 87 |
|
|
2024
Q3 | $471K | Buy |
5,222
+8
| +0.2% | +$721 | 0.18% | 89 |
|
|
2024
Q2 | $431K | Hold |
5,214
| – | – | 0.18% | 86 |
|
|
2024
Q1 | $404K | Sell |
5,214
-1,190
| -19% | -$92.2K | 0.18% | 91 |
|
|
2023
Q4 | $417K | Buy |
6,404
+9
| +0.1% | +$586 | 0.21% | 83 |
|
|
2023
Q3 | $341K | Buy |
6,395
+393
| +7% | +$21K | 0.19% | 80 |
|
|
2023
Q2 | $349K | Sell |
6,002
-1,119
| -16% | -$65.1K | 0.21% | 74 |
|
|
2023
Q1 | $358K | Hold |
7,121
| – | – | 0.24% | 68 |
|
|
2022
Q4 | $317K | Buy |
7,121
+26
| +0.4% | +$1.16K | 0.25% | 67 |
|
|
2022
Q3 | $282K | Buy |
7,095
+602
| +9% | +$23.9K | 0.24% | 67 |
|
|
2022
Q2 | $292K | Hold |
6,493
| – | – | 0.23% | 68 |
|
|
2022
Q1 | $426K | Buy |
6,493
+3
| +0% | +$197 | 0.27% | 64 |
|
|
2021
Q4 | $475K | Sell |
6,490
-416
| -6% | -$30.4K | 0.3% | 62 |
|
|
2021
Q3 | $414K | Sell |
6,906
-4
| -0.1% | -$240 | 0.27% | 69 |
|
|
2021
Q2 | $412K | Buy |
6,910
+2
| +0% | +$119 | 0.28% | 72 |
|
|
2021
Q1 | $353K | Buy |
6,908
+6
| +0.1% | +$307 | 0.27% | 71 |
|
|
2020
Q4 | $315K | Buy |
+6,902
| New | +$315K | 0.25% | 71 |
|