MWM
MinichMacGregor Wealth Management’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-2,814
| Closed | -$132K | – | 411 |
|
|
2018
Q3 | $132K | Sell |
2,814
-549
| -16% | -$25.8K | 0.09% | 66 |
|
|
2018
Q2 | $152K | Buy |
3,363
+123
| +4% | +$5.56K | 0.11% | 51 |
|
|
2018
Q1 | $142K | Buy |
3,240
+1,346
| +71% | +$59K | 0.11% | 52 |
|
|
2017
Q4 | $81K | Buy |
1,894
+820
| +76% | +$35.1K | 0.06% | 77 |
|
|
2017
Q3 | $44K | Buy |
1,074
+217
| +25% | +$8.89K | 0.04% | 111 |
|
|
2017
Q2 | $34K | Buy |
857
+850
| +12,143% | +$33.4K | 0.03% | 124 |
|
|
2017
Q1 | $0 | Buy |
+7
| New | – | ﹤0.01% | 499 |
|