JFS Wealth Advisors’s Direxion Daily 20+ Year Treasury Bear 3X Shares TMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $18.5K | Hold |
500
| – | – | ﹤0.01% | 672 |
|
2025
Q1 | $17.4K | Hold |
500
| – | – | ﹤0.01% | 702 |
|
2024
Q4 | $19.9K | Hold |
500
| – | – | ﹤0.01% | 647 |
|
2024
Q3 | $14.5K | Hold |
500
| – | – | ﹤0.01% | 727 |
|
2024
Q2 | $17.9K | Hold |
500
| – | – | ﹤0.01% | 622 |
|
2024
Q1 | $16.7K | Hold |
500
| – | – | ﹤0.01% | 663 |
|
2023
Q4 | $14.8K | Buy |
500
+100
| +25% | +$2.96K | ﹤0.01% | 663 |
|
2023
Q3 | $17.7K | Hold |
400
| – | – | ﹤0.01% | 577 |
|
2023
Q2 | $11.6K | Hold |
400
| – | – | ﹤0.01% | 687 |
|
2023
Q1 | $10.7K | Hold |
400
| – | – | ﹤0.01% | 692 |
|
2022
Q4 | $13.6K | Sell |
400
-8,000
| -95% | -$273K | ﹤0.01% | 612 |
|
2022
Q3 | $281K | Sell |
8,400
-11,200
| -57% | -$375K | 0.03% | 185 |
|
2022
Q2 | $497K | Sell |
19,600
-3,600
| -16% | -$91.3K | 0.05% | 145 |
|
2022
Q1 | $416K | Buy |
23,200
+14,000
| +152% | +$251K | 0.04% | 172 |
|
2021
Q4 | $125K | Buy |
+9,200
| New | +$125K | 0.01% | 274 |
|