NWM
Navigation Wealth Management’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $381K | Sell |
2,195
-29
| -1% | -$5.03K | 0.56% | 15 |
|
|
2025
Q1 | $310K | Sell |
2,224
-568
| -20% | -$79.2K | 0.47% | 6 |
|
|
2024
Q4 | $471K | Buy |
2,792
+233
| +9% | +$39.3K | 0.53% | 3 |
|
|
2024
Q3 | $420K | Sell |
2,559
-1,426
| -36% | -$234K | 0.45% | 3 |
|
|
2024
Q2 | $582K | Buy |
+3,985
| New | +$582K | 0.56% | 3 |
|
|
2024
Q1 | – | Sell |
-3,899
| Closed | -$405K | – | 4 |
|
|
2023
Q4 | $405K | Buy |
+3,899
| New | +$405K | 0.48% | 3 |
|
|
2023
Q3 | – | Sell |
-3,925
| Closed | -$353K | – | 3 |
|
|
2023
Q2 | $353K | Buy |
3,925
+55
| +1% | +$4.95K | 0.45% | 3 |
|
|
2023
Q1 | $283K | Buy |
+3,870
| New | +$283K | 0.35% | 4 |
|
|
2022
Q1 | – | Sell |
-2,476
| Closed | -$355K | – | 65 |
|
|
2021
Q4 | $355K | Buy |
+2,476
| New | +$355K | 0.33% | 5 |
|
|
2021
Q2 | – | Sell |
-905
| Closed | -$77K | – | 85 |
|
|
2021
Q1 | $77K | Buy |
+905
| New | +$77K | 0.08% | 12 |
|