BRWA
B. Riley Wealth Advisors’s Direxion Daily Gold Miners Index Bull 2X Shares NUGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-63,856
| Closed | -$1.7M | – | 1539 |
|
|
2024
Q1 | $1.7M | Buy |
+63,856
| New | +$1.7M | 0.05% | 395 |
|
|
2023
Q4 | – | Sell |
-63,856
| Closed | -$1.7M | – | 1476 |
|
|
2023
Q3 | $1.7M | Buy |
63,856
+12,750
| +25% | +$340K | 0.05% | 395 |
|
|
2023
Q2 | $1.78M | Buy |
51,106
+25,006
| +96% | +$871K | 0.04% | 401 |
|
|
2023
Q1 | $1.09M | Buy |
+26,100
| New | +$1.09M | 0.03% | 521 |
|
|
2021
Q2 | – | Sell |
-4,200
| Closed | -$230K | – | 1425 |
|
|
2021
Q1 | $230K | Buy |
+4,200
| New | +$230K | 0.01% | 1131 |
|
|
2015
Q3 | – | Sell |
-24,530
| Closed | -$199K | – | 594 |
|
|
2015
Q2 | $199K | Sell |
24,530
-6,210
| -20% | -$50.6K | 0.05% | 462 |
|
|
2015
Q1 | $289K | Buy |
30,740
+8,765
| +40% | +$82.7K | 0.07% | 365 |
|
|
2014
Q4 | $245 | Buy |
21,975
+6,075
| +38% | +$67 | 0.01% | 1289 |
|
|
2014
Q3 | $373K | Sell |
15,900
-17,640
| -53% | -$413K | 0.1% | 281 |
|
|
2014
Q2 | $776K | Buy |
33,540
+27,200
| +429% | +$629K | 0.18% | 124 |
|
|
2014
Q1 | $220K | Buy |
+6,340
| New | +$220K | 0.07% | 355 |
|
|
2013
Q4 | – | Sell |
-4,110
| Closed | -$207K | – | 709 |
|
|
2013
Q3 | $207K | Buy |
+4,110
| New | +$207K | 0.07% | 322 |
|