WMG Financial Advisors’s ProShares UltraPro S&P 500 UPRO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $810K | Hold |
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|
2025
Q2 | $664K | Hold |
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|
2025
Q1 | $537K | Hold |
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|
2024
Q4 | $644K | Hold |
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|
2024
Q3 | $626K | Hold |
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|
2024
Q2 | $558K | Hold |
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|
2024
Q1 | $513K | Hold |
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|
2023
Q4 | $398K | Hold |
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|
2023
Q3 | $299K | Hold |
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|
2023
Q2 | $344K | Hold |
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|
2023
Q1 | $280K | Hold |
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|
2022
Q4 | $238K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $253K | Hold |
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|
2022
Q1 | $462K | Hold |
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|
2021
Q4 | $554K | Buy |
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