PFA
Plotkin Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,337
| Closed | -$347K | – | 96 |
|
|
2023
Q4 | $347K | Buy |
6,337
+1,150
| +22% | +$63K | 0.26% | 57 |
|
|
2023
Q3 | $214K | Sell |
5,187
-1,116
| -18% | -$45.9K | 0.19% | 68 |
|
|
2023
Q2 | $299K | Sell |
6,303
-2,623
| -29% | -$124K | 0.25% | 60 |
|
|
2023
Q1 | $344K | Hold |
8,926
| – | – | 0.32% | 50 |
|
|
2022
Q4 | $293K | Sell |
8,926
-2,352
| -21% | -$77.1K | 0.3% | 52 |
|
|
2022
Q3 | $320K | Buy |
11,278
+3,383
| +43% | +$96.1K | 0.32% | 50 |
|
|
2022
Q2 | $275K | Sell |
7,895
-6,356
| -45% | -$222K | 0.26% | 57 |
|
|
2022
Q1 | $907K | Buy |
14,251
+9,508
| +200% | +$605K | 0.63% | 29 |
|
|
2021
Q4 | $724K | Buy |
4,743
+710
| +18% | +$108K | 0.46% | 38 |
|
|
2021
Q3 | $459K | Buy |
+4,033
| New | +$459K | 0.27% | 58 |
|
|
2021
Q2 | – | Sell |
-3,160
| Closed | -$285K | – | 104 |
|
|
2021
Q1 | $285K | Buy |
+3,160
| New | +$285K | 0.17% | 58 |
|