Gladstone Institutional Advisory’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435K | Hold |
4,422
| – | – | 0.02% | 532 |
|
|
2025
Q1 | $386K | Sell |
4,422
-48
| -1% | -$4.19K | 0.02% | 533 |
|
|
2024
Q4 | $401K | Sell |
4,470
-274
| -6% | -$24.6K | 0.02% | 523 |
|
|
2024
Q3 | $428K | Buy |
4,744
+12
| +0.3% | +$1.08K | 0.02% | 493 |
|
|
2024
Q2 | $420K | Sell |
4,732
-2,301
| -33% | -$204K | 0.02% | 460 |
|
|
2024
Q1 | $627K | Buy |
7,033
+658
| +10% | +$58.7K | 0.03% | 371 |
|
|
2023
Q4 | $540K | Sell |
6,375
-48
| -0.7% | -$4.06K | 0.03% | 404 |
|
|
2023
Q3 | $480K | Buy |
+6,423
| New | +$480K | 0.03% | 394 |
|