Upright Assets Allocation Plus Fund SOXL Holdings History
Upright Assets Allocation Plus Fund's Direxion Daily Semiconductor Bull 3X Shares Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 3,100.00 shares of Direxion Daily Semiconductor Bull 3X Shares(SOXL), totaling $84,660.00. This investment constitutes 3.48% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0% of the outstanding Direxion Daily Semiconductor Bull 3X Shares(SOXL) stock.
The initial trade took place in 2022Q4. And since then Upright Assets Allocation Plus Fund has made 2 purchases of SOXL, at an average price of $11.16, for a total of 3,100.00 shares. Based on historical transaction data and SOXL's current price of $21.58, Upright Assets Allocation Plus Fund's estimated gain on his SOXL holdings is $32,310.00, reflecting a 93.41% gain to date.
Upright Assets Allocation Plus Fund SOXL ($21.58) Holding Chart
Upright Assets Allocation Plus Fund SOXL ($21.58) 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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