Charter Oak Capital Management’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-13,111
| Closed | -$610K | – | 185 |
|
|
2024
Q1 | $610K | Hold |
13,111
| – | – | 0.07% | 97 |
|
|
2023
Q4 | $412K | Hold |
13,111
| – | – | 0.05% | 115 |
|
|
2023
Q3 | $247K | Hold |
13,111
| – | – | 0.03% | 155 |
|
|
2023
Q2 | $326K | Sell |
13,111
-1,789
| -12% | -$44.4K | 0.04% | 140 |
|
|
2023
Q1 | $273K | Buy |
+14,900
| New | +$273K | 0.04% | 152 |
|