Avantax Planning Partners’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
2024 Q3	–	Sell	-2,382	Closed	-$211K	–	476
2024 Q2	$211K	Hold	2,382	–	–	0.01%	437
2024 Q1	$212K	Buy	2,382 +9	+0.4%	+$803	0.01%	436
2023 Q4	$201K	Buy	+2,373	New	+$201K	0.01%	362