Allworth Financial’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Hold |
0
| – | -$22 | – | 4498 |
|
|
2025
Q1 | – | Sell |
-1,372
| Closed | -$129K | – | 4001 |
|
|
2024
Q4 | $129K | Buy |
1,372
+313
| +30% | +$29.5K | ﹤0.01% | 1137 |
|
|
2024
Q3 | $95.5K | Hold |
1,059
| – | – | ﹤0.01% | 1106 |
|
|
2024
Q2 | $94.1K | Sell |
1,059
-1,173
| -53% | -$104K | ﹤0.01% | 1098 |
|
|
2024
Q1 | $199K | Buy |
+2,232
| New | +$199K | ﹤0.01% | 786 |
|