Creative Planning’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $259K | Sell |
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|
2022
Q2 | $267K | Buy |
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|
2022
Q1 | $313K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $395K | Sell |
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|
2020
Q4 | $745K | Sell |
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|
2020
Q3 | $1.09M | Sell |
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|
2020
Q2 | $2.65M | Sell |
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|
2020
Q1 | $2.31M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $712K | Sell |
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|
2019
Q2 | $923K | Sell |
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|
2019
Q1 | $1.45M | Buy |
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|
2018
Q4 | $940K | Sell |
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|
2018
Q3 | $3.19M | Hold |
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|
2018
Q2 | $3.26M | Hold |
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|
2018
Q1 | $2.35M | Buy |
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|
2017
Q4 | $2.84M | Sell |
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|
2017
Q3 | $3.05M | Buy |
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|
2017
Q2 | $2.54M | Buy |
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|
2017
Q1 | $2.51M | Buy |
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|
2016
Q4 | $3.04M | Sell |
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|
2016
Q3 | $2.87M | Sell |
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|
2016
Q2 | $2.71M | Sell |
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|
2016
Q1 | $2.2M | Buy |
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|
2015
Q4 | $1.63M | Buy |
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|
2015
Q3 | $697K | Buy |
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|
2015
Q2 | $1.02M | Buy |
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|
2015
Q1 | $274K | Buy |
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