Pinnacle Family Advisors’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-6,743
| Closed | -$370K | – | 86 |
|
|
2019
Q4 | $370K | Sell |
6,743
-612
| -8% | -$33.6K | 0.33% | 51 |
|
|
2019
Q3 | $363K | Sell |
7,355
-22,678
| -76% | -$1.12M | 0.32% | 56 |
|
|
2019
Q2 | $1.49M | Sell |
30,033
-306
| -1% | -$15.2K | 1.24% | 21 |
|
|
2019
Q1 | $1.45M | Sell |
30,339
-12,006
| -28% | -$574K | 1.29% | 25 |
|
|
2018
Q4 | $1.72M | Sell |
42,345
-9,639
| -19% | -$391K | 1.16% | 26 |
|
|
2018
Q3 | $2.46M | Buy |
51,984
+33,908
| +188% | +$1.6M | 1.3% | 21 |
|
|
2018
Q2 | $816K | Buy |
18,076
+2,806
| +18% | +$127K | 0.43% | 43 |
|
|
2018
Q1 | $672K | Buy |
+15,270
| New | +$672K | 0.38% | 43 |
|
|
2017
Q4 | – | Sell |
-44,067
| Closed | -$1.82M | – | 79 |
|
|
2017
Q3 | $1.82M | Buy |
44,067
+13,793
| +46% | +$571K | 0.86% | 28 |
|
|
2017
Q2 | $1.21M | Buy |
+30,274
| New | +$1.21M | 0.67% | 30 |
|
|
2017
Q1 | – | Sell |
-58,406
| Closed | -$2.01M | – | 70 |
|
|
2016
Q4 | $2.01M | Buy |
+58,406
| New | +$2.01M | 1.23% | 25 |
|