WR Wealth Planners’s Direxion Moonshot Innovators ETF MOON Stock Holding History

WR Wealth Planners’s Portfolio MOON Stock Details MOON Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-10	Closed	-$95	–	1220
2024 Q2	$95	Hold	10	–	–	﹤0.01%	1119
2024 Q1	$109	Buy	+10	New	+$105	﹤0.01%	1143
2023 Q4	–	Sell	-10	Closed	-$106	–	907
2023 Q3	$106	Hold	10	–	–	﹤0.01%	893
2023 Q2	$126	Sell	10 -20	-67%	-$228	﹤0.01%	880
2023 Q1	$355	Sell	30 -100	-77%	-$1.21K	﹤0.01%	871
2022 Q4	$1.36K	Hold	130	–	–	﹤0.01%	417
2022 Q3	$1.65K	Hold	130	–	–	﹤0.01%	398
2022 Q2	$1.8K	Hold	130	–	–	﹤0.01%	421
2022 Q1	$2.6K	Buy	+130	New	+$2.69K	﹤0.01%	410

Other funds holding MOON

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

WR Wealth Planners's MOON Position: Q3 2024 in Review

WR Wealth Planners sold out of Direxion Moonshot Innovators ETF (MOON) in Q3 2024, closing a stake of 10 shares — an estimated $95 sold.

WR Wealth Planners first reported a position in MOON in Q1 2022 and held it in 9 quarters. The position peaked at $2.6K in Q1 2022. 1 fund tracked by Wall St. Rank holds MOON as of Q3 2024.

WR Wealth Planners reported no remaining Direxion Moonshot Innovators ETF position as of Q3 2024 after selling out during the quarter.
WR Wealth Planners sold 10 Direxion Moonshot Innovators ETF shares in Q3 2024, an estimated $95.
WR Wealth Planners first reported a position in Direxion Moonshot Innovators ETF in Q1 2022 and held it in 9 quarters.
WR Wealth Planners's Direxion Moonshot Innovators ETF position peaked at $2.6K in Q1 2022.
1 fund tracked by Wall St. Rank held Direxion Moonshot Innovators ETF as of Q3 2024.

Based on WR Wealth Planners's 13F filing for Q3 2024, filed 17 Oct 2024.