Cerity Partners OCIO’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,480
| Closed | -$297K | – | 453 |
|
|
2022
Q1 | $297K | Sell |
2,480
-341
| -12% | -$40.8K | 0.01% | 357 |
|
|
2021
Q4 | $405K | Buy |
2,821
+50
| +2% | +$7.18K | 0.01% | 331 |
|
|
2021
Q3 | $296K | Hold |
2,771
| – | – | 0.01% | 362 |
|
|
2021
Q2 | $295K | Buy |
2,771
+156
| +6% | +$16.6K | 0.01% | 352 |
|
|
2021
Q1 | $222K | Buy |
+2,615
| New | +$222K | 0.01% | 358 |
|