Number of Shares
1,500.00
Current Holdings Value*
$253,050.00
% of Portfolio
10.4%
Total Estimate Gain
$150,465.00
% of Total Estimate Gain
156.34%

Upright Assets Allocation Plus Fund's Direxion Daily S&P 500 Bull 3X Shares Holding Summary

As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 1,500.00 shares of Direxion Daily S&P 500 Bull 3X Shares(SPXL), totaling $253,050.00. This investment constitutes 10.4% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0.01% of the outstanding Direxion Daily S&P 500 Bull 3X Shares(SPXL) stock.

The initial trade took place in 2022Q4. And since then Upright Assets Allocation Plus Fund has made 1 purchases of SPXL, at an average price of $64.16, for a total of 1,500.00 shares. Based on historical transaction data and SPXL's current price of $164.47, Upright Assets Allocation Plus Fund's estimated gain on his SPXL holdings is $150,465.00, reflecting a 156.34% gain to date.

Upright Assets Allocation Plus Fund SPXL ($164.47) Holding Chart

Upright Assets Allocation Plus Fund SPXL ($164.47) 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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