Montag & Associates’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
Q4 | – | Sell |
-290
| Closed | -$26.2K | – | 1031 |
|
|
2024
Q3 | $26.2K | Hold |
290
| – | – | ﹤0.01% | 700 |
|
|
2024
Q2 | $25.8K | Hold |
290
| – | – | ﹤0.01% | 680 |
|
|
2024
Q1 | $25.9K | Buy |
+290
| New | +$25.9K | ﹤0.01% | 671 |
|
|
2021
Q4 | – | Sell |
-18
| Closed | -$1K | – | 902 |
|
|
2021
Q3 | $1K | Hold |
18
| – | – | ﹤0.01% | 851 |
|
|
2021
Q2 | $2K | Hold |
18
| – | – | ﹤0.01% | 791 |
|
|
2021
Q1 | $1K | Buy |
+18
| New | +$1K | ﹤0.01% | 841 |
|