Integrated Wealth Concepts’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-3,058
| Closed | -$201K | – | 1010 |
|
|
2022
Q2 | $201K | Buy |
+3,058
| New | +$201K | 0.01% | 903 |
|
|
2022
Q1 | – | Sell |
-11,235
| Closed | -$1.61M | – | 1045 |
|
|
2021
Q4 | $1.61M | Sell |
11,235
-2,765
| -20% | -$396K | 0.05% | 298 |
|
|
2021
Q3 | $1.5M | Buy |
14,000
+3,500
| +33% | +$375K | 0.05% | 296 |
|
|
2021
Q2 | $1.12M | Sell |
10,500
-2,000
| -16% | -$213K | 0.04% | 335 |
|
|
2021
Q1 | $1.06M | Sell |
12,500
-2,000
| -14% | -$170K | 0.04% | 284 |
|
|
2020
Q4 | $1.05M | Buy |
+14,500
| New | +$1.05M | 0.05% | 243 |
|