Toth Financial Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $179K | Hold |
1,900
| – | – | 0.02% | 212 |
|
|
2025
Q1 | $167K | Sell |
1,900
-185
| -9% | -$16.2K | 0.02% | 209 |
|
|
2024
Q4 | $197K | Sell |
2,085
-21
| -1% | -$1.99K | 0.02% | 203 |
|
|
2024
Q3 | $202K | Buy |
2,106
+6
| +0.3% | +$576 | 0.02% | 201 |
|
|
2024
Q2 | $165K | Buy |
2,100
+15
| +0.7% | +$1.18K | 0.02% | 205 |
|
|
2024
Q1 | $178K | Sell |
2,085
-2,125
| -50% | -$181K | 0.02% | 204 |
|
|
2023
Q4 | $313K | Sell |
4,210
-1,050
| -20% | -$78.1K | 0.04% | 186 |
|
|
2023
Q3 | $283K | Buy |
5,260
+250
| +5% | +$13.4K | 0.04% | 174 |
|
|
2023
Q2 | $299K | Buy |
5,010
+1,420
| +40% | +$84.7K | 0.04% | 170 |
|
|
2023
Q1 | $199K | Sell |
3,590
-7,750
| -68% | -$431K | 0.03% | 186 |
|
|
2022
Q4 | $643K | Buy |
11,340
+8,980
| +381% | +$509K | 0.1% | 135 |
|
|
2022
Q3 | $91K | Buy |
2,360
+594
| +34% | +$22.9K | 0.02% | 218 |
|
|
2022
Q2 | $86K | Sell |
1,766
-16,754
| -90% | -$816K | 0.02% | 226 |
|
|
2022
Q1 | $1.35M | Buy |
18,520
+24
| +0.1% | +$1.74K | 0.2% | 100 |
|
|
2021
Q4 | $1.57M | Hold |
18,496
| – | – | 0.21% | 100 |
|
|
2021
Q3 | $1.27M | Buy |
18,496
+6
| +0% | +$413 | 0.19% | 104 |
|
|
2021
Q2 | $1.35M | Buy |
18,490
+358
| +2% | +$26.2K | 0.21% | 102 |
|
|
2021
Q1 | $1.16M | Buy |
18,132
+17,782
| +5,081% | +$1.14M | 0.19% | 101 |
|
|
2020
Q4 | $18K | Hold |
350
| – | – | ﹤0.01% | 355 |
|
|
2020
Q3 | $14K | Hold |
350
| – | – | ﹤0.01% | 348 |
|
|
2020
Q2 | $11K | Buy |
+350
| New | +$11K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-158
| Closed | -$10K | – | 517 |
|
|
2019
Q4 | $10K | Hold |
158
| – | – | ﹤0.01% | 301 |
|
|
2019
Q3 | $8K | Sell |
158
-398
| -72% | -$20.2K | ﹤0.01% | 326 |
|
|
2019
Q2 | $29K | Sell |
556
-100
| -15% | -$5.22K | 0.01% | 249 |
|
|
2019
Q1 | $32K | Buy |
656
+102
| +18% | +$4.98K | 0.01% | 235 |
|
|
2018
Q4 | $20K | Hold |
554
| – | – | 0.01% | 241 |
|
|
2018
Q3 | $30K | Hold |
554
| – | – | 0.01% | 233 |
|
|
2018
Q2 | $23K | Buy |
554
+246
| +80% | +$10.2K | 0.01% | 255 |
|
|
2018
Q1 | $13K | Buy |
308
+36
| +13% | +$1.52K | ﹤0.01% | 307 |
|
|
2017
Q4 | $13K | Buy |
+272
| New | +$13K | ﹤0.01% | 304 |
|