Corient Private Wealth’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$435K Sell
8,475
-110
-1% -$5.65K ﹤0.01% 1862
2025
Q1
$560K Hold
8,585
﹤0.01% 1543
2024
Q4
$478K Buy
8,585
+2
+0% +$111 ﹤0.01% 1644
2024
Q3
$509K Hold
8,583
﹤0.01% 1697
2024
Q2
$559K Hold
8,583
﹤0.01% 1576
2024
Q1
$608K Sell
8,583
-10,368
-55% -$734K ﹤0.01% 1526
2023
Q4
$1.07M Sell
18,951
-22
-0.1% -$1.25K ﹤0.01% 1261
2023
Q3
$1.27M Buy
18,973
+1,953
+11% +$131K ﹤0.01% 1108
2023
Q2
$931K Buy
17,020
+1
+0% +$55 ﹤0.01% 1181
2023
Q1
$991K Hold
17,019
﹤0.01% 1087
2022
Q4
$1.13M Buy
+17,019
New +$1.13M ﹤0.01% 868