Number of Shares
10,000.00
Current Holdings Value*
$268,000.00
% of Portfolio
11.01%
Total Estimate Gain
$208,780.00
% of Total Estimate Gain
258.90%

Upright Assets Allocation Plus Fund's Direxion Daily Dow Jones Internet Bull 3X Shares Holding Summary

As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 10,000.00 shares of Direxion Daily Dow Jones Internet Bull 3X Shares(WEBL), totaling $268,000.00. This investment constitutes 11.01% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0.17% of the outstanding Direxion Daily Dow Jones Internet Bull 3X Shares(WEBL) stock.

The initial trade took place in 2022Q4. And since then Upright Assets Allocation Plus Fund has made 1 purchases of WEBL, at an average price of $6.72, for a total of 12,000.00 shares. In addition, there have been 1 sales at an average price of $7.71 for 2,000.00 shares. Based on historical transaction data and WEBL's current price of $27.40, Upright Assets Allocation Plus Fund's estimated gain on his WEBL holdings is $208,780.00, reflecting a 258.90% gain to date.

Upright Assets Allocation Plus Fund WEBL ($27.40) Holding Chart

Upright Assets Allocation Plus Fund WEBL ($27.40) 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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