Monterey Private Wealth’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $323K | Sell |
|
|||||
|
2024
Q4 | $344K | Buy |
|
|||||
|
2024
Q3 | $345K | Buy |
|
|||||
|
2024
Q2 | $339K | Hold |
|
|||||
|
2024
Q1 | $341K | Buy |
|
|||||
|
2023
Q4 | $315K | Buy |
|
|||||
|
2023
Q3 | $277K | Buy |
|
|||||
|
2023
Q2 | $279K | Buy |
|
|||||
|
2023
Q1 | $262K | Buy |
|
|||||
|
2022
Q4 | $224K | Buy |
|
|||||
|
2022
Q3 | $207K | Buy |
|
|||||
|
2022
Q2 | $208K | Buy |
|
|||||
|
2022
Q1 | $249K | Buy |
|
|||||
|
2021
Q4 | $263K | Buy |
|
|||||
|
2021
Q3 | $241K | Buy |
|
|||||
|
2021
Q2 | $238K | Buy |
|
|||||
|
2021
Q1 | $227K | Buy |
|