IWP
Insight Wealth Partners’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
115,614
+89,717
| +346% | +$15.6M | 7.79% | 1 |
|
|
2025
Q1 | $3.64M | Sell |
25,897
-357
| -1% | -$50.1K | 0.61% | 11 |
|
|
2024
Q4 | $4.43M | Sell |
26,254
-9,713
| -27% | -$1.64M | 0.61% | 10 |
|
|
2024
Q3 | $5.9M | Buy |
35,967
+3,689
| +11% | +$605K | 1.16% | 8 |
|
|
2024
Q2 | $4.71M | Sell |
32,278
-189
| -0.6% | -$27.6K | 0.82% | 6 |
|
|
2024
Q1 | $4.35M | Buy |
32,467
+2,177
| +7% | +$292K | 0.75% | 8 |
|
|
2023
Q4 | $3.15M | Sell |
30,290
-2,814
| -9% | -$293K | 0.55% | 10 |
|
|
2023
Q3 | $2.59M | Buy |
33,104
+11,069
| +50% | +$866K | 0.5% | 11 |
|
|
2023
Q2 | $1.98M | Buy |
22,035
+1,256
| +6% | +$113K | 0.46% | 15 |
|
|
2023
Q1 | $1.52M | Buy |
20,779
+1,138
| +6% | +$83.3K | 0.34% | 18 |
|
|
2022
Q4 | $1.22M | Buy |
19,641
+589
| +3% | +$36.6K | 0.91% | 19 |
|
|
2022
Q3 | $1.02M | Buy |
19,052
+2,534
| +15% | +$136K | 0.96% | 20 |
|
|
2022
Q2 | $1.08M | Buy |
16,518
+7,637
| +86% | +$501K | 0.81% | 21 |
|
|
2022
Q1 | $1.06M | Buy |
8,881
+5,084
| +134% | +$609K | 0.59% | 25 |
|
|
2021
Q4 | $545K | Sell |
3,797
-585
| -13% | -$84K | 0.1% | 41 |
|
|
2021
Q3 | $469K | Buy |
4,382
+146
| +3% | +$15.6K | 0.25% | 37 |
|
|
2021
Q2 | $452K | Sell |
4,236
-337
| -7% | -$36K | 0.24% | 37 |
|
|
2021
Q1 | $388K | Sell |
4,573
-1,245
| -21% | -$106K | 0.19% | 38 |
|
|
2020
Q4 | $420K | Sell |
5,818
-50
| -0.9% | -$3.61K | 0.26% | 36 |
|
|
2020
Q3 | $309K | Sell |
5,868
-7,044
| -55% | -$371K | 0.3% | 42 |
|
|
2020
Q2 | $540K | Sell |
12,912
-443,948
| -97% | -$18.6M | 0.55% | 25 |
|
|
2020
Q1 | $11.9M | Buy |
+456,860
| New | +$11.9M | 15.52% | 1 |
|