Sowell Financial Services’s ProShares UltraPro Dow 30 UDOW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-13,062
| Closed | -$971K | – | 588 |
|
2023
Q4 | $971K | Buy |
13,062
+1,953
| +18% | +$145K | 0.05% | 328 |
|
2023
Q3 | $597K | Buy |
+11,109
| New | +$597K | 0.04% | 377 |
|
2021
Q2 | – | Hold |
0
| – | – | – | 2583 |
|
2021
Q1 | – | Sell |
-36
| Closed | -$2K | – | 3310 |
|
2020
Q4 | $2K | Buy |
36
+4
| +13% | +$222 | ﹤0.01% | 2502 |
|
2020
Q3 | $1K | Sell |
32
-1,444
| -98% | -$45.1K | ﹤0.01% | 2445 |
|
2020
Q2 | $46K | Sell |
1,476
-682
| -32% | -$21.3K | ﹤0.01% | 1185 |
|
2020
Q1 | $45K | Buy |
2,158
+2,144
| +15,314% | +$44.7K | ﹤0.01% | 1100 |
|
2019
Q4 | $1K | Buy |
+14
| New | +$1K | ﹤0.01% | 2432 |
|