Venturi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-28
| Closed | -$2.41K | – | 2054 |
|
|
2024
Q3 | $2.41K | Buy |
28
+12
| +75% | +$1.04K | ﹤0.01% | 1635 |
|
|
2024
Q2 | $1.23K | Sell |
16
-10
| -38% | -$769 | ﹤0.01% | 1439 |
|
|
2024
Q1 | $1.84K | Sell |
26
-10
| -28% | -$706 | ﹤0.01% | 1265 |
|
|
2023
Q4 | $1.97K | Sell |
36
-14
| -28% | -$767 | ﹤0.01% | 1225 |
|
|
2023
Q3 | $2.06K | Hold |
50
| – | – | ﹤0.01% | 1161 |
|
|
2023
Q2 | $2.37K | Sell |
50
-27
| -35% | -$1.28K | ﹤0.01% | 889 |
|
|
2023
Q1 | $2.97K | Buy |
+77
| New | +$2.97K | ﹤0.01% | 933 |
|