Napa Wealth Management’s Direxion Daily MSFT Bear 1X ETF MSFD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-13,930
Closed -$194K 122
2024
Q1
$194K Buy
+13,930
New +$203K 0.1% 70

Other funds holding MSFD

Napa Wealth Management's MSFD Position: Q2 2024 in Review

Napa Wealth Management sold out of Direxion Daily MSFT Bear 1X ETF (MSFD) in Q2 2024, closing a stake of 13,930 shares — an estimated $194K sold.

Napa Wealth Management first reported a position in MSFD in Q1 2024 and held it in 1 quarter. The position peaked at $194K in Q1 2024. 2 funds tracked by Wall St. Rank hold MSFD as of Q2 2024.

  • Napa Wealth Management reported no remaining Direxion Daily MSFT Bear 1X ETF position as of Q2 2024 after selling out during the quarter.
  • Napa Wealth Management sold 13,930 Direxion Daily MSFT Bear 1X ETF shares in Q2 2024, an estimated $194K.
  • Napa Wealth Management first reported a position in Direxion Daily MSFT Bear 1X ETF in Q1 2024 and held it in 1 quarter.
  • Napa Wealth Management's Direxion Daily MSFT Bear 1X ETF position peaked at $194K in Q1 2024.
  • 2 funds tracked by Wall St. Rank held Direxion Daily MSFT Bear 1X ETF as of Q2 2024.

Based on Napa Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.