Concord Wealth Partners’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
Q1 | – | Sell |
-1,407
| Closed | -$14.8K | – | 1261 |
|
|
2022
Q4 | $14.8K | Buy |
+1,407
| New | +$14.8K | ﹤0.01% | 579 |
|
|
2022
Q3 | – | Sell |
-15,349
| Closed | -$213K | – | 1234 |
|
|
2022
Q2 | $213K | Sell |
15,349
-1,980
| -11% | -$27.5K | 0.06% | 156 |
|
|
2022
Q1 | $347K | Buy |
17,329
+11,038
| +175% | +$221K | 0.09% | 127 |
|
|
2021
Q4 | $170K | Buy |
+6,291
| New | +$170K | 0.04% | 213 |
|