Upright Assets Allocation Plus Fund TNA Holdings History
Number of Shares
2,500.00
Current Holdings Value*
$104,700.00
% of Portfolio
4.3%
Total Estimate Gain
$-1,215.00
% of Total Estimate Gain
-1.50%
Upright Assets Allocation Plus Fund's Direxion Daily Small Cap Bull 3X Shares Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 2,500.00 shares of Direxion Daily Small Cap Bull 3X Shares(TNA), totaling $104,700.00. This investment constitutes 4.3% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0.01% of the outstanding Direxion Daily Small Cap Bull 3X Shares(TNA) stock.
The initial trade took place in 2022Q4. And since then Upright Assets Allocation Plus Fund has made 2 purchases of TNA, at an average price of $32.41, for a total of 2,500.00 shares. Based on historical transaction data and TNA's current price of $31.92, Upright Assets Allocation Plus Fund's estimated gain on his TNA holdings is $-1,215.00, reflecting a -1.50% gain to date.
Upright Assets Allocation Plus Fund TNA ($31.92) Holding Chart
Upright Assets Allocation Plus Fund TNA ($31.92) 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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