EP Wealth Advisors’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
29,789
+413
| +1% | +$10.4K | ﹤0.01% | 642 |
|
|
2025
Q1 | $469K | Hold |
29,376
| – | – | ﹤0.01% | 735 |
|
|
2024
Q4 | $802K | Hold |
29,376
| – | – | 0.01% | 565 |
|
|
2024
Q3 | $1.08M | Hold |
29,376
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $1.63M | Hold |
29,376
| – | – | 0.02% | 314 |
|
|
2024
Q1 | $1.37M | Sell |
29,376
-33,400
| -53% | -$1.55M | 0.02% | 323 |
|
|
2023
Q4 | $1.97M | Sell |
62,776
-90,800
| -59% | -$2.85M | 0.03% | 259 |
|
|
2023
Q3 | $2.9M | Buy |
+153,576
| New | +$2.9M | 0.05% | 206 |
|