WR Wealth Planners’s Direxion NASDAQ-100 Equal Weighted Index Shares QQQE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $124K | Sell |
1,382
-1,157
| -46% | -$104K | 0.04% | 205 |
|
|
2024
Q3 | $229K | Buy |
2,539
+657
| +35% | +$59.3K | 0.06% | 163 |
|
|
2024
Q2 | $167K | Buy |
1,882
+404
| +27% | +$35.9K | 0.05% | 193 |
|
|
2024
Q1 | $132K | Buy |
+1,478
| New | +$132K | 0.04% | 224 |
|
|
2023
Q3 | – | Sell |
-57
| Closed | -$4.38K | – | 937 |
|
|
2023
Q2 | $4.38K | Buy |
+57
| New | +$4.38K | ﹤0.01% | 698 |
|