Carson Wealth (CWM LLC)’s Direxion Moonshot Innovators ETF MOON Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-477
Closed -$6K 4597
2023
Q2
$6K Hold
477
﹤0.01% 3400
2023
Q1
$6K Hold
477
﹤0.01% 3248
2022
Q4
$5K Hold
477
﹤0.01% 3242
2022
Q3
$6K Sell
477
-99
-17% -$1.25K ﹤0.01% 3018
2022
Q2
$8K Sell
576
-289
-33% -$4.01K ﹤0.01% 2753
2022
Q1
$17K Buy
865
+432
+100% +$8.49K ﹤0.01% 2198
2021
Q4
$12K Buy
+433
New +$12K ﹤0.01% 2270
2021
Q2
$72K Hold
1,979
﹤0.01% 1254
2021
Q1
$72K Hold
1,979
﹤0.01% 1254
2020
Q4
$72K Hold
1,979
﹤0.01% 1254
2020
Q3
$72K Hold
1,979
﹤0.01% 1254
2020
Q2
$72K Hold
1,979
﹤0.01% 1254
2020
Q1
$72K Hold
1,979
﹤0.01% 1254
2019
Q4
$72K Hold
1,979
﹤0.01% 1254
2019
Q3
$72K Hold
1,979
﹤0.01% 1254
2019
Q2
$72K Hold
1,979
﹤0.01% 1254
2019
Q1
$72K Buy
+1,979
New +$72K ﹤0.01% 1254