OneDigital Investment Advisors’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-3,435
| Closed | -$176K | – | 1028 |
|
|
2019
Q2 | $176K | Sell |
3,435
-302
| -8% | -$15.5K | 0.01% | 408 |
|
|
2019
Q1 | $175K | Sell |
3,737
-1,937
| -34% | -$90.7K | 0.03% | 295 |
|
|
2018
Q4 | $187K | Sell |
5,674
-529
| -9% | -$17.4K | 0.03% | 269 |
|
|
2018
Q3 | $337K | Sell |
6,203
-781
| -11% | -$42.4K | 0.08% | 131 |
|
|
2018
Q2 | $311K | Sell |
6,984
-1,247
| -15% | -$55.5K | 0.07% | 163 |
|
|
2018
Q1 | $340K | Sell |
8,231
-268
| -3% | -$11.1K | 0.07% | 169 |
|
|
2017
Q4 | $377K | Sell |
8,499
-9,254
| -52% | -$410K | 0.04% | 162 |
|
|
2017
Q3 | $679K | Sell |
17,753
-17
| -0.1% | -$650 | 0.25% | 60 |
|
|
2017
Q2 | $606K | Buy |
+17,770
| New | +$606K | 0.18% | 91 |
|