Meridian Wealth Management’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-13,466
| Closed | -$799K | – | 638 |
|
|
2024
Q3 | $799K | Hold |
13,466
| – | – | 0.04% | 320 |
|
|
2024
Q2 | $877K | Buy |
+13,466
| New | +$877K | 0.1% | 125 |
|
|
2024
Q1 | – | Sell |
-39,490
| Closed | -$2.23M | – | 291 |
|
|
2023
Q4 | $2.23M | Hold |
39,490
| – | – | 0.14% | 161 |
|
|
2023
Q3 | $2.64M | Hold |
39,490
| – | – | 0.16% | 124 |
|
|
2023
Q2 | $2.16M | Sell |
39,490
-4,804
| -11% | -$263K | 0.18% | 115 |
|
|
2023
Q1 | $2.58M | Hold |
44,294
| – | – | 0.23% | 101 |
|
|
2022
Q4 | $2.95M | Hold |
44,294
| – | – | 0.29% | 78 |
|
|
2022
Q3 | $2.05M | Sell |
44,294
-68
| -0.2% | -$3.14K | 0.22% | 109 |
|
|
2022
Q2 | $2.08M | Buy |
+44,362
| New | +$2.08M | 0.17% | 144 |
|