BWA
Burt Wealth Advisors’s Direxion Daily S&P 500 Bear 3x Shares SPXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-250
| Closed | -$2K | – | 435 |
|
|
2020
Q2 | $2K | Sell |
250
-150
| -38% | -$1.2K | ﹤0.01% | 346 |
|
|
2020
Q1 | $6K | Buy |
+400
| New | +$6K | ﹤0.01% | 304 |
|
|
2019
Q2 | – | Sell |
-300
| Closed | -$6K | – | 367 |
|
|
2019
Q1 | $6K | Buy |
+300
| New | +$6K | ﹤0.01% | 297 |
|
|
2017
Q3 | – | Sell |
-1,000
| Closed | -$41K | – | 401 |
|
|
2017
Q2 | $41K | Buy |
+1,000
| New | +$41K | 0.03% | 201 |
|
|
2017
Q1 | – | Sell |
-1,400
| Closed | -$54K | – | 387 |
|
|
2016
Q4 | $54K | Sell |
1,400
-3,950
| -74% | -$152K | 0.05% | 162 |
|
|
2016
Q3 | $65K | Buy |
5,350
+850
| +19% | +$10.3K | 0.07% | 139 |
|
|
2016
Q2 | $62K | Sell |
4,500
-1,000
| -18% | -$13.8K | 0.07% | 138 |
|
|
2016
Q1 | $85K | Buy |
5,500
+4,650
| +547% | +$71.9K | 0.08% | 121 |
|
|
2015
Q4 | $20K | Sell |
850
-150
| -15% | -$3.53K | 0.02% | 208 |
|
|
2015
Q3 | $21K | Hold |
1,000
| – | – | 0.03% | 183 |
|
|
2015
Q2 | $18K | Buy |
+1,000
| New | +$18K | 0.02% | 217 |
|
|
2015
Q1 | – | Sell |
-400
| Closed | -$8K | – | 369 |
|
|
2014
Q4 | $8K | Buy |
+400
| New | +$8K | 0.01% | 252 |
|