EWM
RETL icon

Executive Wealth Management’s Direxion Daily Retail Bull 3X ETF RETL Stock Holding History

Executive Wealth Management’s Portfolio RETL Stock Details RETL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-375
Closed -$4K – 934
2019
Q1 		$4K Buy
+375
New +$4.35K ﹤0.01% 679

Other funds holding RETL

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Executive Wealth Management's RETL Position: Q2 2019 in Review

Executive Wealth Management sold out of Direxion Daily Retail Bull 3X ETF (RETL) in Q2 2019, closing a stake of 375 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in RETL in Q1 2019 and held it in 1 quarter. The position peaked at $4K in Q1 2019. 3 funds tracked by Wall St. Rank hold RETL as of Q2 2019.

  • Executive Wealth Management reported no remaining Direxion Daily Retail Bull 3X ETF position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 375 Direxion Daily Retail Bull 3X ETF shares in Q2 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in Direxion Daily Retail Bull 3X ETF in Q1 2019 and held it in 1 quarter.
  • Executive Wealth Management's Direxion Daily Retail Bull 3X ETF position peaked at $4K in Q1 2019.
  • 3 funds tracked by Wall St. Rank held Direxion Daily Retail Bull 3X ETF as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.