Upright Growth Fund SOXL Holdings History
Number of Shares
10,100.00
Current Holdings Value*
$275,830.00
% of Portfolio
1.27%
Total Estimate Gain
$110,486.00
% of Total Estimate Gain
73.41%
Upright Growth Fund's Direxion Daily Semiconductor Bull 3X Shares Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 10,100.00 shares of Direxion Daily Semiconductor Bull 3X Shares(SOXL), totaling $275,830.00. This investment constitutes 1.27% 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 Growth Fund has made 2 purchases of SOXL, at an average price of $14.90, for a total of 10,100.00 shares. Based on historical transaction data and SOXL's current price of $25.84, Upright Growth Fund's estimated gain on his SOXL holdings is $110,486.00, reflecting a 73.41% gain to date.
Upright Growth Fund SOXL ($25.84) Holding Chart
Upright Growth Fund SOXL ($25.84) 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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