TruWealth Advisors’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $501K | Hold |
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|
2025
Q2 | $437K | Hold |
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|
2025
Q1 | $370K | Hold |
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|
2024
Q4 | $413K | Hold |
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|
2024
Q3 | $403K | Hold |
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|
2024
Q2 | $369K | Sell |
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|
2024
Q1 | $374K | Hold |
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|
2023
Q4 | $314K | Sell |
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|
2023
Q3 | $277K | Hold |
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|
2023
Q2 | $302K | Hold |
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|
2023
Q1 | $261K | Hold |
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|
2022
Q4 | $231K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $233K | Hold |
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|
2022
Q1 | $341K | Hold |
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|
2021
Q4 | $380K | Sell |
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|
2021
Q3 | $353K | Hold |
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|
2021
Q2 | $352K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $269K | Buy |
|