Optimum Investment Advisors’s Direxion Daily Small Cap Bear 3x Shares TZA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.1K | Hold |
2,200
| – | – | 0.01% | 409 |
|
|
2025
Q1 | $37.5K | Buy |
+2,200
| New | +$37.5K | 0.02% | 372 |
|
|
2024
Q2 | – | Sell |
-2,400
| Closed | -$40.3K | – | 659 |
|
|
2024
Q1 | $40.3K | Buy |
+2,400
| New | +$40.3K | 0.02% | 387 |
|
|
2022
Q2 | – | Sell |
-1,500
| Closed | -$46K | – | 876 |
|
|
2022
Q1 | $46K | Buy |
1,500
+500
| +50% | +$15.3K | 0.02% | 447 |
|
|
2021
Q4 | $27K | Hold |
1,000
| – | – | 0.01% | 557 |
|
|
2021
Q3 | $31K | Hold |
1,000
| – | – | 0.01% | 536 |
|
|
2021
Q2 | $29K | Buy |
1,000
+500
| +100% | +$14.5K | 0.01% | 605 |
|
|
2021
Q1 | $17K | Buy |
500
+125
| +33% | +$4.25K | 0.01% | 695 |
|
|
2020
Q4 | $21K | Buy |
+375
| New | +$21K | 0.01% | 621 |
|
|
2015
Q1 | – | Sell |
-3
| Closed | -$6K | – | 998 |
|
|
2014
Q4 | $6K | Hold |
3
| – | – | ﹤0.01% | 901 |
|
|
2014
Q3 | $8K | Sell |
3
-1
| -25% | -$2.67K | ﹤0.01% | 788 |
|
|
2014
Q2 | $10K | Buy |
+4
| New | +$10K | ﹤0.01% | 774 |
|