IFP Advisors’s Direxion Daily Utilities Bull 3X Shares UTSL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78K | Buy |
75
+45
| +150% | +$1.67K | ﹤0.01% | 3734 |
|
|
2025
Q1 | $1.05K | Hold |
30
| – | – | ﹤0.01% | 3327 |
|
|
2024
Q4 | $960 | Hold |
30
| – | – | ﹤0.01% | 3288 |
|
|
2024
Q3 | $1.2K | Buy |
+30
| New | +$1.2K | ﹤0.01% | 3049 |
|
|
2023
Q2 | – | Sell |
-750
| Closed | -$17.2K | – | 3582 |
|
|
2023
Q1 | $17.2K | Sell |
750
-850
| -53% | -$19.5K | ﹤0.01% | 2079 |
|
|
2022
Q4 | $37K | Sell |
1,600
-500
| -24% | -$11.6K | ﹤0.01% | 2451 |
|
|
2022
Q3 | $48K | Hold |
2,100
| – | – | ﹤0.01% | 2400 |
|
|
2022
Q2 | $48K | Hold |
2,100
| – | – | ﹤0.01% | 2201 |
|
|
2022
Q1 | $48K | Buy |
+2,100
| New | +$48K | ﹤0.01% | 2201 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4577 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4370 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4245 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4053 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3899 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3723 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3640 |
|
|
2019
Q4 | – | Hold |
0
| – | – | – | 3608 |
|
|
2019
Q3 | – | Hold |
0
| – | – | – | 3639 |
|