Intercontinental Wealth Advisors’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $290K | Buy |
5,302
+10
| +0.2% | +$547 | 0.07% | 263 |
|
|
2023
Q1 | $308K | Hold |
5,292
| – | – | 0.08% | 257 |
|
|
2022
Q4 | $352K | Sell |
5,292
-85
| -2% | -$5.66K | 0.1% | 215 |
|
|
2022
Q3 | $248K | Sell |
5,377
-45
| -0.8% | -$2.08K | 0.08% | 243 |
|
|
2022
Q2 | $255K | Sell |
5,422
-65
| -1% | -$3.06K | 0.07% | 245 |
|
|
2022
Q1 | $304K | Sell |
5,487
-5,707
| -51% | -$316K | 0.07% | 239 |
|
|
2021
Q4 | $332K | Sell |
11,194
-8,200
| -42% | -$243K | 0.07% | 231 |
|
|
2021
Q3 | $507K | Sell |
19,394
-2,275
| -10% | -$59.5K | 0.12% | 161 |
|
|
2021
Q2 | $612K | Buy |
21,669
+2,143
| +11% | +$60.5K | 0.12% | 152 |
|
|
2021
Q1 | $461K | Buy |
19,526
+1,410
| +8% | +$33.3K | 0.1% | 167 |
|
|
2020
Q4 | $260K | Buy |
18,116
+1,080
| +6% | +$15.5K | 0.06% | 213 |
|
|
2020
Q3 | $159K | Sell |
17,036
-79,523
| -82% | -$742K | 0.05% | 198 |
|
|
2020
Q2 | $1.46M | Buy |
+96,559
| New | +$1.46M | 0.47% | 32 |
|