STA
Summit Trail Advisors’s Direxion Daily S&P 500 Bull 3x Shares SPXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,361
| Closed | -$316K | – | 665 |
|
|
2024
Q1 | $316K | Sell |
2,361
-2,239
| -49% | -$300K | 0.01% | 440 |
|
|
2023
Q4 | $478K | Sell |
4,600
-5,595
| -55% | -$582K | 0.02% | 292 |
|
|
2023
Q3 | $797K | Hold |
10,195
| – | – | 0.03% | 197 |
|
|
2023
Q2 | $917K | Hold |
10,195
| – | – | 0.03% | 183 |
|
|
2023
Q1 | $746K | Hold |
10,195
| – | – | 0.03% | 164 |
|
|
2022
Q4 | $633K | Hold |
10,195
| – | – | 0.03% | 150 |
|
|
2022
Q3 | $546K | Hold |
10,195
| – | – | 0.03% | 165 |
|
|
2022
Q2 | $669K | Hold |
10,195
| – | – | 0.04% | 153 |
|
|
2022
Q1 | $1.22M | Sell |
10,195
-1,695
| -14% | -$203K | 0.1% | 91 |
|
|
2021
Q4 | $1.71M | Buy |
+11,890
| New | +$1.71M | 0.11% | 98 |
|