Zimmermann Investment Management & Planning’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 | – | Sell |
-3,081
| Closed | -$278K | – | 106 |
|
|
2024
Q3 | $278K | Sell |
3,081
-3,427
| -53% | -$309K | 0.09% | 117 |
|
|
2024
Q2 | $578K | Sell |
6,508
-4,782
| -42% | -$424K | 0.19% | 73 |
|
|
2024
Q1 | $1.01M | Sell |
11,290
-1,462
| -11% | -$130K | 0.36% | 60 |
|
|
2023
Q4 | $1.08M | Sell |
12,752
-5,761
| -31% | -$488K | 0.44% | 46 |
|
|
2023
Q3 | $1.38M | Sell |
18,513
-44,196
| -70% | -$3.3M | 0.66% | 43 |
|
|
2023
Q2 | $4.83M | Buy |
62,709
+5,368
| +9% | +$413K | 2.24% | 12 |
|
|
2023
Q1 | $4.16M | Buy |
57,341
+51,073
| +815% | +$3.71M | 2.17% | 13 |
|
|
2022
Q4 | $400K | Buy |
+6,268
| New | +$400K | 0.23% | 66 |
|