PWM
Prosperity Wealth Management’s Direxion Daily Semiconductor Bear 3X Shares SOXS Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $395K | Buy |
+50,080
| New | +$395K | 0.15% | 148 |
|
2024
Q4 | – | Sell |
-52,026
| Closed | -$1.05M | – | 230 |
|
2024
Q3 | $1.05M | Buy |
52,026
+3,561
| +7% | +$72.1K | 0.42% | 41 |
|
2024
Q2 | $1.1M | Buy |
+48,465
| New | +$1.1M | 0.54% | 33 |
|
2024
Q1 | – | Sell |
-74,088
| Closed | -$431K | – | 186 |
|
2023
Q4 | $431K | Buy |
+74,088
| New | +$431K | 0.28% | 60 |
|