Altium Wealth Management’s Direxion Daily S&P 500 Bear 3x Shares SPXS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | – | Sell |
-1,605
| Closed | -$92K | – | 361 |
|
|
2020
Q3 | $92K | Hold |
1,605
| – | – | 0.01% | 326 |
|
|
2020
Q2 | $125K | Buy |
1,605
+155
| +11% | +$12.1K | 0.01% | 312 |
|
|
2020
Q1 | $231K | Sell |
1,450
-10
| -0.7% | -$1.59K | 0.03% | 271 |
|
|
2019
Q4 | $193K | Buy |
1,460
+165
| +13% | +$21.8K | 0.02% | 271 |
|
|
2019
Q3 | $222K | Buy |
1,295
+50
| +4% | +$8.57K | 0.03% | 254 |
|
|
2019
Q2 | $229K | Buy |
1,245
+10
| +0.8% | +$1.84K | 0.03% | 242 |
|
|
2019
Q1 | $258K | Buy |
1,235
+335
| +37% | +$70K | 0.04% | 227 |
|
|
2018
Q4 | $277K | Sell |
900
-155
| -15% | -$47.7K | 0.05% | 218 |
|
|
2018
Q3 | $226K | Hold |
1,055
| – | – | 0.04% | 258 |
|
|
2018
Q2 | $279K | Hold |
1,055
| – | – | 0.07% | 194 |
|
|
2018
Q1 | $311K | Buy |
1,055
+150
| +17% | +$44.2K | 0.12% | 120 |
|
|
2017
Q4 | $271K | Buy |
+905
| New | +$271K | 0.12% | 131 |
|