HGWM
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Harvest Group Wealth Management’s Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF DRIP Stock Holding History

Harvest Group Wealth Management’s Portfolio DRIP Stock Details DRIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-10
Closed -$1.42K – 194
2022
Q4 		$1.42K Hold
10
– – ﹤0.01% 132
2022
Q3 		$1K Hold
10
– – ﹤0.01% 137
2022
Q2 		$2K Buy
+10
New +$2.07K ﹤0.01% 126

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VF
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DWM
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UBS Group
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Goldman Sachs
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LC
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TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
TCM
TD Capital Management Memphis, Tennessee $1.11B AUM 10.06% 1-Year Est. Return