Plante Moran Financial Advisors’s Direxion Daily Energy Bull 2X Shares ERX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-800
| Closed | -$24K | – | 864 |
|
|
2021
Q4 | $24K | Hold |
800
| – | – | ﹤0.01% | 510 |
|
|
2021
Q3 | $21K | Hold |
800
| – | – | ﹤0.01% | 549 |
|
|
2021
Q2 | $23K | Sell |
800
-2,117
| -73% | -$60.9K | 0.01% | 534 |
|
|
2021
Q1 | $69K | Hold |
2,917
| – | – | 0.02% | 299 |
|
|
2020
Q4 | $42K | Hold |
2,917
| – | – | 0.01% | 389 |
|
|
2020
Q3 | $27K | Buy |
2,917
+800
| +38% | +$7.41K | 0.01% | 430 |
|
|
2020
Q2 | $32K | Buy |
+2,117
| New | +$32K | 0.01% | 351 |
|