Wealthstreet Investment Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-8,580
| Closed | -$388K | – | 309 |
|
|
2021
Q1 | $388K | Hold |
8,580
| – | – | 0.04% | 285 |
|
|
2020
Q4 | $330K | Hold |
8,580
| – | – | 0.03% | 290 |
|
|
2020
Q3 | $240K | Buy |
+8,580
| New | +$240K | 0.03% | 299 |
|
|
2020
Q1 | – | Sell |
-8,580
| Closed | -$300K | – | 342 |
|
|
2019
Q4 | $300K | Hold |
8,580
| – | – | 0.04% | 291 |
|
|
2019
Q3 | $250K | Hold |
8,580
| – | – | 0.03% | 302 |
|
|
2019
Q2 | $232K | Hold |
8,580
| – | – | 0.03% | 314 |
|
|
2019
Q1 | $211K | Buy |
+8,580
| New | +$211K | 0.03% | 320 |
|
|
2018
Q4 | – | Sell |
-8,580
| Closed | -$246K | – | 346 |
|
|
2018
Q3 | $246K | Hold |
8,580
| – | – | 0.03% | 313 |
|
|
2018
Q2 | $201K | Buy |
+8,580
| New | +$201K | 0.03% | 333 |
|
|
2018
Q1 | – | Sell |
-8,580
| Closed | -$200K | – | 348 |
|
|
2017
Q4 | $200K | Buy |
+8,580
| New | +$200K | 0.02% | 326 |
|