Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-216,350.12
% of Total Estimate Gain
-7.97%

Charter Oak Capital Management, LLC's Direxion Daily S&P 500 Bear -3X Shares Holding Summary

As of 2025-06-30, Charter Oak Capital Management, LLC held - shares of Direxion Daily S&P 500 Bear -3X Shares(SPXS), totaling N/A. This investment constitutes 0% of their stock portfolio, and Charter Oak Capital Management, LLC now holds 0% of the outstanding Direxion Daily S&P 500 Bear -3X Shares(SPXS) stock.

The initial trade took place in 2020Q4. And since then Charter Oak Capital Management, LLC has made 6 purchases of SPXS, at an average price of $11.69, for a total of 232,365.00 shares. In addition, there have been 5 sales at an average price of $10.76 for 232,365.00 shares. Based on historical transaction data and SPXS's current price of $4.38, Charter Oak Capital Management, LLC's estimated gain on his SPXS holdings is $-216,350.12, reflecting a -7.97% gain to date.

Charter Oak Capital Management, LLC SPXS ($4.38) Holding Chart

Charter Oak Capital Management, LLC SPXS ($4.38) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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