JWM
Jeppson Wealth Management’s Direxion Daily S&P 500 Bear 1X Shares SPDN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,250
| Closed | -$163K | – | 198 |
|
|
2022
Q1 | $163K | Sell |
11,250
-1,000
| -8% | -$14.5K | 0.08% | 167 |
|
|
2021
Q4 | $172K | Buy |
12,250
+500
| +4% | +$7.02K | 0.08% | 153 |
|
|
2021
Q3 | $184K | Sell |
11,750
-1,200
| -9% | -$18.8K | 0.1% | 150 |
|
|
2021
Q2 | $204K | Buy |
12,950
+750
| +6% | +$11.8K | 0.11% | 144 |
|
|
2021
Q1 | $210K | Buy |
+12,200
| New | +$210K | 0.12% | 131 |
|
|
2020
Q4 | – | Sell |
-7,500
| Closed | -$156K | – | 394 |
|
|
2020
Q3 | $156K | Buy |
+7,500
| New | +$156K | 0.12% | 132 |
|