Steward Partners Investment Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-230
| Closed | -$19.8K | – | 4102 |
|
|
2024
Q3 | $19.8K | Buy |
230
+188
| +448% | +$16.2K | ﹤0.01% | 2666 |
|
|
2024
Q2 | $3.23K | Hold |
42
| – | – | ﹤0.01% | 3171 |
|
|
2024
Q1 | $2.96K | Hold |
42
| – | – | ﹤0.01% | 3198 |
|
|
2023
Q4 | $2.3K | Hold |
42
| – | – | ﹤0.01% | 3177 |
|
|
2023
Q3 | $1.73K | Hold |
42
| – | – | ﹤0.01% | 3101 |
|
|
2023
Q2 | $1.99K | Hold |
42
| – | – | ﹤0.01% | 3025 |
|
|
2023
Q1 | $1.62K | Hold |
42
| – | – | ﹤0.01% | 3058 |
|
|
2022
Q4 | $1.38K | Hold |
42
| – | – | ﹤0.01% | 3089 |
|
|
2022
Q3 | $1K | Hold |
42
| – | – | ﹤0.01% | 3174 |
|
|
2022
Q2 | $1K | Hold |
42
| – | – | ﹤0.01% | 3174 |
|
|
2022
Q1 | $3K | Hold |
42
| – | – | ﹤0.01% | 3045 |
|
|
2021
Q4 | $3K | Buy |
+42
| New | +$3K | ﹤0.01% | 2973 |
|