AE Wealth Management’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $225K | Buy |
1,299
+292
| +29% | +$50.7K | ﹤0.01% | 1248 |
|
|
2025
Q1 | $141K | Sell |
1,007
-223
| -18% | -$31.3K | ﹤0.01% | 1359 |
|
|
2024
Q4 | $208K | Buy |
+1,230
| New | +$208K | ﹤0.01% | 1259 |
|
|
2024
Q1 | – | Sell |
-2,217
| Closed | -$246K | – | 1863 |
|
|
2023
Q4 | $246K | Buy |
+2,217
| New | +$246K | ﹤0.01% | 1800 |
|
|
2023
Q3 | – | Sell |
-2,497
| Closed | -$225K | – | 2060 |
|
|
2023
Q2 | $225K | Buy |
+2,497
| New | +$225K | ﹤0.01% | 1698 |
|
|
2022
Q1 | – | Sell |
-1,848
| Closed | -$265K | – | 1801 |
|
|
2021
Q4 | $265K | Buy |
+1,848
| New | +$265K | ﹤0.01% | 1497 |
|