Laidlaw Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-8,960
| Closed | -$690K | – | 343 |
|
|
2023
Q2 | $690K | Sell |
8,960
-66
| -0.7% | -$5.08K | 0.13% | 159 |
|
|
2023
Q1 | $655K | Sell |
9,026
-232
| -3% | -$16.8K | 0.13% | 170 |
|
|
2022
Q4 | $591K | Buy |
9,258
+70
| +0.8% | +$4.47K | 0.13% | 175 |
|
|
2022
Q3 | $554K | Sell |
9,188
-578
| -6% | -$34.9K | 0.13% | 165 |
|
|
2022
Q2 | $615K | Sell |
9,766
-144
| -1% | -$9.07K | 0.13% | 174 |
|
|
2022
Q1 | $767K | Buy |
9,910
+289
| +3% | +$22.4K | 0.13% | 162 |
|
|
2021
Q4 | $821K | Buy |
9,621
+196
| +2% | +$16.7K | 0.13% | 160 |
|
|
2021
Q3 | $781K | Sell |
9,425
-96
| -1% | -$7.96K | 0.2% | 108 |
|
|
2021
Q2 | $796K | Buy |
9,521
+450
| +5% | +$37.6K | 0.21% | 105 |
|
|
2021
Q1 | $698K | Buy |
9,071
+68
| +0.8% | +$5.23K | 0.24% | 101 |
|
|
2020
Q4 | $677K | Buy |
+9,003
| New | +$677K | 0.14% | 158 |
|