PWM
Prosperity Wealth Management’s ProShares Ultra S&P500 SSO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.76M | Buy |
28,234
+12,492
| +79% | +$1.22M | 1.02% | 21 |
|
|
2025
Q1 | $1.3M | Sell |
15,742
-31,796
| -67% | -$2.63M | 0.61% | 31 |
|
|
2024
Q4 | $4.4M | Sell |
47,538
-127,682
| -73% | -$11.8M | 1.81% | 11 |
|
|
2024
Q3 | $15.8M | Buy |
+175,220
| New | +$15.8M | 6.32% | 2 |
|
|
2024
Q1 | – | Sell |
-5,077
| Closed | -$330K | – | 187 |
|
|
2023
Q4 | $330K | Sell |
5,077
-5,924
| -54% | -$385K | 0.21% | 76 |
|
|
2023
Q3 | $587K | Sell |
11,001
-2,864
| -21% | -$153K | 0.38% | 43 |
|
|
2023
Q2 | $806K | Sell |
13,865
-29,164
| -68% | -$1.7M | 0.52% | 29 |
|
|
2023
Q1 | $2.16M | Sell |
43,029
-141,366
| -77% | -$7.1M | 1.71% | 12 |
|
|
2022
Q4 | $8.2M | Buy |
+184,395
| New | +$8.2M | 7.72% | 1 |
|