Sheaff Brock Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $940K | Hold |
14,400
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $802K | Hold |
14,400
| – | – | 0.07% | 190 |
|
|
2024
Q3 | $854K | Hold |
14,400
| – | – | 0.07% | 184 |
|
|
2024
Q2 | $937K | Hold |
14,400
| – | – | 0.09% | 174 |
|
|
2024
Q1 | $1.02M | Hold |
14,400
| – | – | 0.06% | 179 |
|
|
2023
Q4 | $815K | Sell |
14,400
-2,500
| -15% | -$141K | 0.06% | 203 |
|
|
2023
Q3 | $1.13M | Hold |
16,900
| – | – | 0.1% | 150 |
|
|
2023
Q2 | $925K | Hold |
16,900
| – | – | 0.08% | 180 |
|
|
2023
Q1 | $984K | Sell |
16,900
-500
| -3% | -$29.1K | 0.09% | 174 |
|
|
2022
Q4 | $1.16M | Hold |
17,400
| – | – | 0.11% | 140 |
|
|
2022
Q3 | $803K | Buy |
17,400
+2,000
| +13% | +$92.3K | 0.09% | 179 |
|
|
2022
Q2 | $723K | Buy |
15,400
+900
| +6% | +$42.3K | 0.06% | 193 |
|
|
2022
Q1 | $804K | Hold |
14,500
| – | – | 0.06% | 204 |
|
|
2021
Q4 | $430K | Hold |
14,500
| – | – | 0.03% | 302 |
|
|
2021
Q3 | $379K | Hold |
14,500
| – | – | 0.03% | 317 |
|
|
2021
Q2 | $410K | Hold |
14,500
| – | – | 0.03% | 304 |
|
|
2021
Q1 | $343K | Hold |
14,500
| – | – | 0.03% | 322 |
|
|
2020
Q4 | $208K | Hold |
14,500
| – | – | 0.02% | 409 |
|
|
2020
Q3 | $136K | Hold |
14,500
| – | – | 0.01% | 415 |
|
|
2020
Q2 | $219K | Hold |
14,500
| – | – | 0.02% | 358 |
|
|
2020
Q1 | $141K | Buy |
+14,500
| New | +$141K | 0.02% | 350 |
|