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 |
|