Steward Partners Investment Advisory’s Direxion Work From Home ETF WFH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$2.73K | – | 3684 |
|
|
2023
Q4 | $2.73K | Hold |
50
| – | – | ﹤0.01% | 3148 |
|
|
2023
Q3 | $2.38K | Hold |
50
| – | – | ﹤0.01% | 3050 |
|
|
2023
Q2 | $2.46K | Hold |
50
| – | – | ﹤0.01% | 2991 |
|
|
2023
Q1 | $2.28K | Buy |
+50
| New | +$2.28K | ﹤0.01% | 2991 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$8K | – | 3400 |
|
|
2022
Q2 | $8K | Sell |
175
-1,525
| -90% | -$69.7K | ﹤0.01% | 2612 |
|
|
2022
Q1 | $112K | Sell |
1,700
-75
| -4% | -$4.94K | ﹤0.01% | 1565 |
|
|
2021
Q4 | $132K | Buy |
1,775
+75
| +4% | +$5.58K | ﹤0.01% | 1473 |
|
|
2021
Q3 | $126K | Hold |
1,700
| – | – | ﹤0.01% | 1457 |
|
|
2021
Q2 | $129K | Sell |
1,700
-400
| -19% | -$30.4K | ﹤0.01% | 1912 |
|
|
2021
Q1 | $143K | Buy |
2,100
+195
| +10% | +$13.3K | ﹤0.01% | 1440 |
|
|
2020
Q4 | $129K | Buy |
1,905
+1,105
| +138% | +$74.8K | ﹤0.01% | 1264 |
|
|
2020
Q3 | $43K | Buy |
+800
| New | +$43K | ﹤0.01% | 1571 |
|