Exencial Wealth Advisors’s Direxion Daily S&P 500 Bull 2X Shares SPUU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,137
| Closed | -$290K | – | 434 |
|
|
2023
Q2 | $290K | Buy |
3,137
+563
| +22% | +$52.1K | 0.01% | 372 |
|
|
2023
Q1 | $206K | Buy |
+2,574
| New | +$206K | 0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-2,574
| Closed | -$270K | – | 452 |
|
|
2022
Q1 | $270K | Buy |
2,574
+214
| +9% | +$22.4K | 0.01% | 376 |
|
|
2021
Q4 | $275K | Hold |
2,360
| – | – | 0.01% | 401 |
|
|
2021
Q3 | $231K | Hold |
2,360
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $230K | Buy |
+2,360
| New | +$230K | 0.01% | 416 |
|