Wealthspire Advisors (Maryland)’s ProShares Ultra S&P500 SSO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,880
| Closed | -$259K | – | 502 |
|
|
2019
Q4 | $259K | Hold |
6,880
| – | – | 0.02% | 412 |
|
|
2019
Q3 | $221K | Buy |
6,880
+16
| +0.2% | +$514 | 0.02% | 412 |
|
|
2019
Q2 | $216K | Hold |
6,864
| – | – | 0.02% | 417 |
|
|
2019
Q1 | $202K | Buy |
6,864
+32
| +0.5% | +$942 | 0.02% | 433 |
|
|
2018
Q4 | $159K | Buy |
6,832
+4
| +0.1% | +$93 | 0.01% | 456 |
|
|
2018
Q3 | $218K | Hold |
6,828
| – | – | 0.02% | 432 |
|
|
2018
Q2 | $190K | Buy |
6,828
+12
| +0.2% | +$334 | 0.02% | 482 |
|
|
2018
Q1 | $180K | Buy |
6,816
+20
| +0.3% | +$528 | 0.02% | 511 |
|
|
2017
Q4 | $186K | Buy |
6,796
+8
| +0.1% | +$219 | 0.02% | 516 |
|
|
2017
Q3 | $164K | Hold |
6,788
| – | – | 0.02% | 548 |
|
|
2017
Q2 | $152K | Buy |
+6,788
| New | +$152K | 0.02% | 546 |
|