Carson Wealth (CWM LLC)’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.6M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $488K | Sell |
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|
2024
Q4 | $527K | Buy |
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|
2024
Q3 | $496K | Buy |
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|
2024
Q2 | $116K | Buy |
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|
2024
Q1 | $105K | Buy |
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|
2023
Q4 | $95K | Buy |
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|
2023
Q3 | $57K | Buy |
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|
2023
Q2 | $38K | Hold |
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|
2023
Q1 | $35K | Hold |
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|
2022
Q4 | $31K | Sell |
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|
2022
Q3 | $72K | Buy |
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|
2022
Q2 | $31K | Hold |
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|
2022
Q1 | $38K | Buy |
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|
2021
Q4 | $21K | Buy |
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|
2021
Q2 | $21K | Hold |
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|
2021
Q1 | $21K | Hold |
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|
2020
Q4 | $21K | Hold |
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|
2020
Q3 | $21K | Hold |
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|
2020
Q2 | $21K | Hold |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $21K | Hold |
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|
2019
Q3 | $21K | Hold |
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|
2019
Q2 | $21K | Hold |
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|
2019
Q1 | $21K | Buy |
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