Exencial Wealth Advisors’s Direxion Daily Developed Markets Bull 3x Shares DZK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | – | Sell |
-4,901
| Closed | -$221K | – | 177 |
|
2016
Q4 | $221K | Sell |
4,901
-1,481
| -23% | -$66.8K | 0.09% | 146 |
|
2016
Q3 | $284K | Sell |
6,382
-3,773
| -37% | -$168K | 0.13% | 129 |
|
2016
Q2 | $412K | Sell |
10,155
-306
| -3% | -$12.4K | 0.19% | 103 |
|
2016
Q1 | $461K | Sell |
10,461
-230
| -2% | -$10.1K | 0.22% | 91 |
|
2015
Q4 | $440K | Buy |
10,691
+3,075
| +40% | +$127K | 0.22% | 89 |
|
2015
Q3 | $352K | Sell |
7,616
-247
| -3% | -$11.4K | 0.17% | 104 |
|
2015
Q2 | $536K | Buy |
7,863
+658
| +9% | +$44.9K | 0.34% | 68 |
|
2015
Q1 | $532K | Buy |
7,205
+2,218
| +44% | +$164K | 0.22% | 95 |
|
2014
Q4 | $269K | Sell |
4,987
-1,554
| -24% | -$83.8K | 0.12% | 128 |
|
2014
Q3 | $437K | Buy |
6,541
+3,543
| +118% | +$237K | 0.19% | 108 |
|
2014
Q2 | $244K | Buy |
2,998
+254
| +9% | +$20.7K | 0.1% | 129 |
|
2014
Q1 | $200K | Buy |
+2,744
| New | +$200K | 0.08% | 148 |
|