Jones Financial Companies’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
2025
Q2
$4.18M Buy
42,836
+3,491
+9% +$340K ﹤0.01% 542
2025
Q1
$3.43M Buy
39,345
+8,406
+27% +$733K ﹤0.01% 514
2024
Q4
$2.78M Buy
30,939
+24,040
+348% +$2.16M ﹤0.01% 480
2024
Q3
$623K Buy
6,899
+4,334
+169% +$392K ﹤0.01% 745
2024
Q2
$228K Buy
2,565
+2,242
+694% +$199K ﹤0.01% 788
2024
Q1
$28.8K Buy
+323
New +$28.8K ﹤0.01% 828
2022
Q1
Sell
-500
Closed -$43K 810
2021
Q4
$43K Hold
500
﹤0.01% 378
2021
Q3
$41K Buy
+500
New +$41K ﹤0.01% 345