PWA
Primoris Wealth Advisors’s Direxion Daily Small Cap Bear 3x Shares TZA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,500
| Closed | -$201K | – | 91 |
|
|
2023
Q3 | $201K | Sell |
6,500
-3,700
| -36% | -$115K | 0.24% | 67 |
|
|
2023
Q2 | $268K | Sell |
10,200
-45,960
| -82% | -$1.21M | 0.29% | 59 |
|
|
2023
Q1 | $1.75M | Buy |
+56,160
| New | +$1.75M | 2.15% | 18 |
|
|
2022
Q4 | – | Sell |
-48,000
| Closed | -$2.2M | – | 68 |
|
|
2022
Q3 | $2.2M | Buy |
+48,000
| New | +$2.2M | 3.92% | 6 |
|