Shepherd Financial Partners’s ProShares Ultra Technology ROM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$369K Hold
4,844
0.04% 179
2025
Q1
$259K Hold
4,844
0.03% 205
2024
Q4
$338K Hold
4,844
0.04% 168
2024
Q3
$325K Sell
4,844
-949
-16% -$63.6K 0.04% 175
2024
Q2
$405K Buy
+5,793
New +$405K 0.05% 161