Sax Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $674K | Sell |
6,854
-240
| -3% | -$23.6K | 0.04% | 218 |
|
|
2025
Q1 | $619K | Hold |
7,094
| – | – | 0.04% | 190 |
|
|
2024
Q4 | $637K | Hold |
7,094
| – | – | 0.05% | 169 |
|
|
2024
Q3 | $640K | Buy |
7,094
+1,553
| +28% | +$140K | 0.06% | 134 |
|
|
2024
Q2 | $492K | Sell |
5,541
-364
| -6% | -$32.3K | 0.05% | 145 |
|
|
2024
Q1 | $527K | Hold |
5,905
| – | – | 0.06% | 109 |
|
|
2023
Q4 | $500K | Buy |
+5,905
| New | +$500K | 0.08% | 123 |
|