Charter Oak Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Sell |
12,461
-266
| -2% | -$46.2K | 0.18% | 41 |
|
|
2025
Q1 | $1.79M | Sell |
12,727
-611
| -5% | -$85.8K | 0.16% | 46 |
|
|
2024
Q4 | $2.25M | Sell |
13,338
-2,440
| -15% | -$412K | 0.21% | 39 |
|
|
2024
Q3 | $2.59M | Buy |
15,778
+5,545
| +54% | +$909K | 0.24% | 36 |
|
|
2024
Q2 | $1.49M | Sell |
10,233
-18,231
| -64% | -$2.66M | 0.16% | 51 |
|
|
2024
Q1 | $3.82M | Sell |
28,464
-86
| -0.3% | -$11.5K | 0.41% | 24 |
|
|
2023
Q4 | $2.97M | Buy |
28,550
+96
| +0.3% | +$9.98K | 0.35% | 33 |
|
|
2023
Q3 | $2.23M | Buy |
28,454
+906
| +3% | +$70.8K | 0.29% | 36 |
|
|
2023
Q2 | $2.48M | Buy |
27,548
+1,777
| +7% | +$160K | 0.32% | 38 |
|
|
2023
Q1 | $1.89M | Buy |
25,771
+465
| +2% | +$34K | 0.26% | 46 |
|
|
2022
Q4 | $1.57M | Sell |
25,306
-33,567
| -57% | -$2.08M | 0.24% | 47 |
|
|
2022
Q3 | $3.15M | Buy |
58,873
+19,584
| +50% | +$1.05M | 0.5% | 32 |
|
|
2022
Q2 | $2.58M | Buy |
39,289
+24,408
| +164% | +$1.6M | 0.35% | 42 |
|
|
2022
Q1 | $1.78M | Sell |
14,881
-67
| -0.4% | -$8.03K | 0.22% | 50 |
|
|
2021
Q4 | $2.14M | Sell |
14,948
-811
| -5% | -$116K | 0.25% | 47 |
|
|
2021
Q3 | $1.69M | Sell |
15,759
-5,206
| -25% | -$557K | 0.21% | 50 |
|
|
2021
Q2 | $2.23M | Buy |
20,965
+300
| +1% | +$32K | 0.29% | 43 |
|
|
2021
Q1 | $1.76M | Sell |
20,665
-17,996
| -47% | -$1.53M | 0.25% | 47 |
|
|
2020
Q4 | $2.79M | Buy |
+38,661
| New | +$2.79M | 0.42% | 32 |
|