Geneos Wealth Management’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-7,000
| Closed | -$207K | – | 2809 |
|
|
2021
Q4 | $207K | Sell |
7,000
-100
| -1% | -$2.96K | 0.01% | 848 |
|
|
2021
Q3 | $197K | Hold |
7,100
| – | – | 0.01% | 861 |
|
|
2021
Q2 | $206K | Hold |
7,100
| – | – | 0.01% | 824 |
|
|
2021
Q1 | $168K | Sell |
7,100
-145
| -2% | -$3.43K | ﹤0.01% | 1055 |
|
|
2020
Q4 | $171K | Buy |
7,245
+45
| +0.6% | +$1.06K | 0.01% | 891 |
|
|
2020
Q3 | $68K | Hold |
7,200
| – | – | ﹤0.01% | 1104 |
|
|
2020
Q2 | $101K | Buy |
7,200
+50
| +0.7% | +$701 | 0.01% | 913 |
|
|
2020
Q1 | $65K | Buy |
+7,150
| New | +$65K | ﹤0.01% | 1010 |
|