PWAG
Polaris Wealth Advisory Group’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $196K | Buy |
+10,365
| New | +$196K | 0.01% | 167 |
|
|
2023
Q2 | – | Sell |
-10,365
| Closed | -$190K | – | 187 |
|
|
2023
Q1 | $190K | Hold |
10,365
| – | – | 0.01% | 170 |
|
|
2022
Q4 | $129K | Hold |
10,365
| – | – | 0.01% | 172 |
|
|
2022
Q3 | $86K | Hold |
10,365
| – | – | 0.01% | 158 |
|
|
2022
Q2 | $136K | Hold |
10,365
| – | – | 0.01% | 132 |
|
|
2022
Q1 | $316K | Hold |
10,365
| – | – | 0.02% | 134 |
|
|
2021
Q4 | $705K | Hold |
10,365
| – | – | 0.04% | 116 |
|
|
2021
Q3 | $419K | Hold |
10,365
| – | – | 0.03% | 125 |
|
|
2021
Q2 | $441K | Hold |
10,365
| – | – | 0.03% | 124 |
|
|
2021
Q1 | $461K | Buy |
10,365
+9,674
| +1,400% | +$430K | 0.03% | 125 |
|
|
2020
Q4 | $371K | Buy |
+691
| New | +$371K | 0.03% | 145 |
|
|
2020
Q1 | – | Sell |
-691
| Closed | -$205K | – | 173 |
|
|
2019
Q4 | $205K | Buy |
+691
| New | +$205K | 0.01% | 146 |
|
|
2018
Q4 | – | Sell |
-623
| Closed | -$96K | – | 407 |
|
|
2018
Q3 | $96K | Buy |
+623
| New | +$96K | 0.01% | 199 |
|