J.P. Morgan Private Wealth Advisors’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $808K | Buy |
10,801
+7,702
| +249% | +$576K | ﹤0.01% | 1059 |
|
|
2023
Q2 | $239K | Sell |
3,099
-13,333
| -81% | -$1.03M | ﹤0.01% | 1329 |
|
|
2023
Q1 | $1.19M | Sell |
16,432
-380
| -2% | -$27.6K | ﹤0.01% | 1090 |
|
|
2022
Q4 | $1.07M | Buy |
16,812
+374
| +2% | +$23.9K | ﹤0.01% | 1109 |
|
|
2022
Q3 | $990K | Buy |
16,438
+2,697
| +20% | +$162K | ﹤0.01% | 1140 |
|
|
2022
Q2 | $865K | Buy |
13,741
+3,449
| +34% | +$217K | ﹤0.01% | 1211 |
|
|
2022
Q1 | $796K | Sell |
10,292
-200
| -2% | -$15.5K | ﹤0.01% | 1318 |
|
|
2021
Q4 | $895K | Hold |
10,492
| – | – | ﹤0.01% | 1303 |
|
|
2021
Q3 | $870K | Buy |
10,492
+725
| +7% | +$60.1K | ﹤0.01% | 1280 |
|
|
2021
Q2 | $816K | Buy |
9,767
+607
| +7% | +$50.7K | ﹤0.01% | 1290 |
|
|
2021
Q1 | $704K | Hold |
9,160
| – | – | ﹤0.01% | 1191 |
|
|
2020
Q4 | $688K | Buy |
9,160
+3,585
| +64% | +$269K | ﹤0.01% | 1152 |
|
|
2020
Q3 | $359K | Buy |
+5,575
| New | +$359K | ﹤0.01% | 1287 |
|