Perigon Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$529K Hold
2025
Q2
$461K Sell
2025
Q1
$416K Sell
2024
Q4
$477K Sell
2024
Q3
$466K Sell
2024
Q2
$452K Sell
2024
Q1
$427K Sell
2023
Q4
$1.02M Buy
2018
Q1
Sell
2017
Q4
$10K Buy