McKinley Carter Wealth Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,086
| Closed | -$1.6M | – | 305 |
|
|
2024
Q2 | $1.6M | Sell |
18,086
-7,372
| -29% | -$654K | 0.1% | 129 |
|
|
2024
Q1 | $2.27M | Buy |
25,458
+1,769
| +7% | +$158K | 0.15% | 104 |
|
|
2023
Q4 | $2.01M | Sell |
23,689
-2,910
| -11% | -$246K | 0.15% | 102 |
|
|
2023
Q3 | $1.99M | Sell |
26,599
-163
| -0.6% | -$12.2K | 0.16% | 102 |
|
|
2023
Q2 | $2.06M | Buy |
26,762
+12,739
| +91% | +$981K | 0.15% | 102 |
|
|
2023
Q1 | $1.02M | Sell |
14,023
-1,009
| -7% | -$73.2K | 0.08% | 141 |
|
|
2022
Q4 | $960K | Sell |
15,032
-1,652
| -10% | -$105K | 0.08% | 142 |
|
|
2022
Q3 | $1.01M | Sell |
16,684
-482
| -3% | -$29K | 0.09% | 132 |
|
|
2022
Q2 | $1.08M | Buy |
+17,166
| New | +$1.08M | 0.1% | 132 |
|