Spire Wealth Management’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 | $101K | Buy |
+1,101
| New | +$101K | ﹤0.01% | 967 |
|
|
2025
Q1 | – | Sell |
-2,005
| Closed | -$178K | – | 2579 |
|
|
2024
Q4 | $178K | Sell |
2,005
-296
| -13% | -$26.2K | 0.01% | 855 |
|
|
2024
Q3 | $198K | Sell |
2,301
-1,652
| -42% | -$142K | 0.01% | 728 |
|
|
2024
Q2 | $304K | Buy |
3,953
+950
| +32% | +$73K | 0.01% | 612 |
|
|
2024
Q1 | $212K | Sell |
3,003
-302
| -9% | -$21.3K | ﹤0.01% | 752 |
|
|
2023
Q4 | $187K | Sell |
3,305
-1,219
| -27% | -$69.1K | 0.01% | 781 |
|
|
2023
Q3 | $186K | Buy |
4,524
+2,202
| +95% | +$90.7K | 0.01% | 734 |
|
|
2023
Q2 | $110K | Sell |
2,322
-332
| -13% | -$15.7K | ﹤0.01% | 942 |
|
|
2023
Q1 | $102K | Buy |
2,654
+338
| +15% | +$13K | ﹤0.01% | 964 |
|
|
2022
Q4 | $76K | Buy |
2,316
+5
| +0.2% | +$164 | ﹤0.01% | 838 |
|
|
2022
Q3 | $66K | Hold |
2,311
| – | – | ﹤0.01% | 857 |
|
|
2022
Q2 | $81K | Sell |
2,311
-1,549
| -40% | -$54.3K | ﹤0.01% | 1109 |
|
|
2022
Q1 | $246K | Sell |
3,860
-1,288
| -25% | -$82.1K | 0.01% | 802 |
|
|
2021
Q4 | $393K | Buy |
5,148
+30
| +0.6% | +$2.29K | 0.01% | 787 |
|
|
2021
Q3 | $291K | Buy |
5,118
+2,410
| +89% | +$137K | 0.01% | 767 |
|
|
2021
Q2 | $154K | Buy |
2,708
+336
| +14% | +$19.1K | ﹤0.01% | 1033 |
|
|
2021
Q1 | $107K | Buy |
+2,372
| New | +$107K | ﹤0.01% | 1375 |
|