Triton 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 | $417K | Buy |
+4,244
| New | +$417K | 0.18% | 68 |
|
|
2024
Q4 | – | Sell |
-3,345
| Closed | -$281K | – | 96 |
|
|
2024
Q3 | $281K | Sell |
3,345
-607
| -15% | -$51K | 0.16% | 68 |
|
|
2024
Q2 | $317K | Buy |
+3,952
| New | +$317K | 0.19% | 61 |
|
|
2024
Q1 | – | Sell |
-4,727
| Closed | -$247K | – | 83 |
|
|
2023
Q4 | $247K | Buy |
+4,727
| New | +$247K | 0.16% | 61 |
|
|
2022
Q3 | – | Sell |
-5,449
| Closed | -$240K | – | 86 |
|
|
2022
Q2 | $240K | Sell |
5,449
-400
| -7% | -$17.6K | 0.17% | 66 |
|
|
2022
Q1 | $374K | Sell |
5,849
-5,849
| -50% | -$374K | 0.19% | 64 |
|
|
2021
Q4 | $374K | Buy |
11,698
+6,648
| +132% | +$213K | 0.19% | 64 |
|
|
2021
Q3 | $323K | Sell |
5,050
-1,970
| -28% | -$126K | 0.15% | 74 |
|
|
2021
Q2 | $446K | Buy |
+7,020
| New | +$446K | 0.25% | 67 |
|