EP Wealth Advisors’s Direxion Daily Technology Bull 3x Shares TECL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$4.24M Hold
45,276
0.03% 287
2025
Q1
$2.65M Hold
45,276
0.02% 317
2024
Q4
$4.1M Sell
45,276
-7,120
-14% -$645K 0.03% 245
2024
Q3
$4.59M Buy
52,396
+1,066
+2% +$93.3K 0.04% 228
2024
Q2
$5M Sell
51,330
-2,724
-5% -$265K 0.05% 183
2024
Q1
$4.33M Buy
54,054
+5,393
+11% +$432K 0.05% 183
2023
Q4
$3.25M Buy
48,661
+5,091
+12% +$340K 0.04% 208
2023
Q3
$1.88M Buy
43,570
+16,653
+62% +$718K 0.03% 245
2023
Q2
$2.44M Buy
+26,917
New +$2.44M 0.04% 217