Safe Harbor Fiduciary’s ProShares UltraPro S&P 500 UPRO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$38.7K Sell
423
-21,761
-98% -$1.99M 0.04% 118
2025
Q1
$1.64M Buy
22,184
+10,785
+95% +$797K 1.7% 17
2024
Q4
$1.01M Buy
11,399
+11,349
+22,698% +$1.01M 1.03% 23
2024
Q3
$4.31K Buy
+50
New +$4.31K ﹤0.01% 156