United Capital Financial Advisors’s Direxion Daily 20+ Year Treasury Bear 3X Shares TMV Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q1 | – | Sell |
-14,578
| Closed | -$1.02M | – | 1275 |
|
2015
Q4 | $1.02M | Buy |
14,578
+181
| +1% | +$12.7K | 0.01% | 695 |
|
2015
Q3 | $990K | Buy |
14,397
+634
| +5% | +$43.6K | 0.01% | 690 |
|
2015
Q2 | $1.17M | Buy |
13,763
+4,735
| +52% | +$404K | 0.01% | 698 |
|
2015
Q1 | $660K | Buy |
9,028
+6,283
| +229% | +$459K | 0.01% | 813 |
|
2014
Q4 | $218K | Sell |
2,745
-53,990
| -95% | -$4.29M | ﹤0.01% | 1075 |
|
2014
Q3 | $6.07M | Sell |
56,735
-14,758
| -21% | -$1.58M | 0.11% | 221 |
|
2014
Q2 | $8.63M | Buy |
71,493
+64,229
| +884% | +$7.75M | 0.16% | 167 |
|
2014
Q1 | $1.03M | Buy |
+7,264
| New | +$1.03M | 0.02% | 486 |
|