SWA
SOA Wealth Advisors’s ProShares Ultra Dow30 DDM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $200K | Sell |
2,036
-334
| -14% | -$32.7K | 0.04% | 196 |
|
|
2025
Q1 | $217K | Hold |
2,370
| – | – | 0.05% | 179 |
|
|
2024
Q4 | $226K | Hold |
2,370
| – | – | 0.04% | 170 |
|
|
2024
Q3 | $227K | Hold |
2,370
| – | – | 0.04% | 173 |
|
|
2024
Q2 | $197K | Hold |
2,370
| – | – | 0.04% | 186 |
|
|
2024
Q1 | $206K | Hold |
2,370
| – | – | 0.04% | 180 |
|
|
2023
Q4 | $188K | Hold |
2,370
| – | – | 0.04% | 184 |
|
|
2023
Q3 | $150K | Hold |
2,370
| – | – | 0.04% | 193 |
|
|
2023
Q2 | $160K | Hold |
2,370
| – | – | 0.04% | 186 |
|
|
2023
Q1 | $151K | Hold |
2,370
| – | – | 0.04% | 186 |
|
|
2022
Q4 | $151K | Hold |
2,370
| – | – | 0.04% | 181 |
|
|
2022
Q3 | $115K | Hold |
2,370
| – | – | 0.03% | 191 |
|
|
2022
Q2 | $134K | Hold |
2,370
| – | – | 0.04% | 178 |
|
|
2022
Q1 | $172K | Hold |
2,370
| – | – | 0.04% | 181 |
|
|
2021
Q4 | $190K | Hold |
2,370
| – | – | 0.05% | 162 |
|
|
2021
Q3 | $164K | Hold |
2,370
| – | – | 0.04% | 170 |
|
|
2021
Q2 | $170K | Hold |
2,370
| – | – | 0.04% | 166 |
|
|
2021
Q1 | $156K | Hold |
2,370
| – | – | 0.04% | 158 |
|
|
2020
Q4 | $141K | Buy |
+2,370
| New | +$141K | 0.04% | 160 |
|