JWA
JFS Wealth Advisors’s Direxion Daily Small Cap Bear 3x Shares TZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-1,600
| Closed | -$56K | – | 567 |
|
|
2019
Q4 | $56K | Hold |
1,600
| – | – | 0.01% | 234 |
|
|
2019
Q3 | $75K | Hold |
1,600
| – | – | 0.02% | 211 |
|
|
2019
Q2 | $73K | Sell |
1,600
-6,400
| -80% | -$292K | 0.02% | 213 |
|
|
2019
Q1 | $79K | Buy |
8,000
+2,500
| +45% | +$24.7K | 0.02% | 197 |
|
|
2018
Q4 | $84K | Buy |
+5,500
| New | +$84K | 0.02% | 191 |
|