Creative Planning’s Direxion Daily 20+ Year Treasury Bear 3X Shares TMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $236K | Buy |
+6,390
| New | +$236K | ﹤0.01% | 3085 |
|
2017
Q4 | – | Sell |
-7,600
| Closed | -$363K | – | 1973 |
|
2017
Q3 | $363K | Buy |
7,600
+6,800
| +850% | +$325K | ﹤0.01% | 1210 |
|
2017
Q2 | $39K | Hold |
800
| – | – | ﹤0.01% | 2698 |
|
2017
Q1 | $45K | Hold |
800
| – | – | ﹤0.01% | 2538 |
|
2016
Q4 | $48K | Buy |
800
+200
| +33% | +$12K | ﹤0.01% | 2404 |
|
2016
Q3 | $25K | Buy |
600
+200
| +50% | +$8.33K | ﹤0.01% | 2877 |
|
2016
Q2 | $17K | Hold |
400
| – | – | ﹤0.01% | 2884 |
|
2016
Q1 | $21K | Sell |
400
-64
| -14% | -$3.36K | ﹤0.01% | 2710 |
|
2015
Q4 | $32K | Buy |
464
+64
| +16% | +$4.41K | ﹤0.01% | 2459 |
|
2015
Q3 | $28K | Buy |
+400
| New | +$28K | ﹤0.01% | 2458 |
|
2015
Q2 | – | Sell |
-5,200
| Closed | -$347K | – | 2720 |
|
2015
Q1 | $347K | Sell |
5,200
-800
| -13% | -$53.4K | ﹤0.01% | 918 |
|
2014
Q4 | $476K | Sell |
6,000
-4,400
| -42% | -$349K | 0.01% | 718 |
|
2014
Q3 | $1.11M | Sell |
10,400
-560
| -5% | -$59.9K | 0.01% | 368 |
|
2014
Q2 | $1.32M | Sell |
10,960
-6,240
| -36% | -$753K | 0.02% | 316 |
|
2014
Q1 | $2.45M | Buy |
+17,200
| New | +$2.45M | 0.04% | 173 |
|
2013
Q4 | – | Sell |
-80
| Closed | -$14K | – | 3471 |
|
2013
Q3 | $14K | Buy |
+80
| New | +$14K | ﹤0.01% | 2284 |
|