EP Wealth Advisors’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $691K | Buy |
3,985
+341
| +9% | +$59.2K | ﹤0.01% | 664 |
|
|
2025
Q1 | $512K | Buy |
3,644
+26
| +0.7% | +$3.65K | ﹤0.01% | 700 |
|
|
2024
Q4 | $610K | Sell |
3,618
-246
| -6% | -$41.5K | 0.01% | 634 |
|
|
2024
Q3 | $634K | Buy |
3,864
+256
| +7% | +$42K | 0.01% | 619 |
|
|
2024
Q2 | $527K | Buy |
3,608
+8
| +0.2% | +$1.17K | 0.01% | 521 |
|
|
2024
Q1 | $483K | Buy |
3,600
+400
| +13% | +$53.6K | 0.01% | 516 |
|
|
2023
Q4 | $333K | Hold |
3,200
| – | – | ﹤0.01% | 586 |
|
|
2023
Q3 | $250K | Sell |
3,200
-7,021
| -69% | -$549K | ﹤0.01% | 601 |
|
|
2023
Q2 | $313K | Buy |
+10,221
| New | +$313K | ﹤0.01% | 557 |
|