PWA
Primoris Wealth Advisors’s Direxion Daily S&P 500 Bear 3x Shares SPXS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-42,250
| Closed | -$667K | – | 89 |
|
|
2023
Q3 | $667K | Sell |
42,250
-14,435
| -25% | -$228K | 0.81% | 33 |
|
|
2023
Q2 | $792K | Buy |
56,685
+20,500
| +57% | +$287K | 0.87% | 30 |
|
|
2023
Q1 | $641K | Buy |
+36,185
| New | +$641K | 0.79% | 33 |
|
|
2022
Q4 | – | Sell |
-38,000
| Closed | -$1.15M | – | 65 |
|
|
2022
Q3 | $1.15M | Buy |
+38,000
| New | +$1.15M | 2.06% | 15 |
|