Concord Wealth Partners’s Direxion Work From Home ETF WFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-354
| Closed | -$19.5K | – | 1033 |
|
|
2024
Q2 | $19.5K | Hold |
354
| – | – | ﹤0.01% | 429 |
|
|
2024
Q1 | $20K | Hold |
354
| – | – | ﹤0.01% | 486 |
|
|
2023
Q4 | $19.3K | Buy |
354
+2
| +0.6% | +$109 | ﹤0.01% | 483 |
|
|
2023
Q3 | $16.7K | Buy |
352
+1
| +0.3% | +$47 | ﹤0.01% | 534 |
|
|
2023
Q2 | $17.3K | Hold |
351
| – | – | ﹤0.01% | 524 |
|
|
2023
Q1 | $16.1K | Hold |
351
| – | – | ﹤0.01% | 524 |
|
|
2022
Q4 | $14.2K | Buy |
+351
| New | +$14.2K | ﹤0.01% | 582 |
|
|
2022
Q3 | – | Sell |
-350
| Closed | -$17K | – | 1159 |
|
|
2022
Q2 | $17K | Sell |
350
-200
| -36% | -$9.71K | ﹤0.01% | 584 |
|
|
2022
Q1 | $36K | Buy |
550
+350
| +175% | +$22.9K | 0.01% | 492 |
|
|
2021
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 704 |
|
|
2021
Q3 | $15K | Sell |
200
-100
| -33% | -$7.5K | 0.01% | 421 |
|
|
2021
Q2 | $23K | Sell |
300
-60
| -17% | -$4.6K | 0.01% | 478 |
|
|
2021
Q1 | $25K | Hold |
360
| – | – | 0.01% | 443 |
|
|
2020
Q4 | $24K | Buy |
+360
| New | +$24K | 0.02% | 290 |
|