SWM
StoneCrest Wealth Management’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 | $262K | Sell |
10,417
-1,491
| -13% | -$37.4K | 0.12% | 66 |
|
|
2025
Q1 | $190K | Sell |
11,908
-330
| -3% | -$5.26K | 0.12% | 66 |
|
|
2024
Q4 | $334K | Sell |
12,238
-550
| -4% | -$15K | 0.22% | 55 |
|
|
2024
Q3 | $469K | Sell |
12,788
-814
| -6% | -$29.9K | 0.34% | 47 |
|
|
2024
Q2 | $753K | Sell |
13,602
-438
| -3% | -$24.2K | 0.57% | 34 |
|
|
2024
Q1 | $653K | Sell |
14,040
-1,397
| -9% | -$65K | 0.57% | 36 |
|
|
2023
Q4 | $485K | Buy |
+15,437
| New | +$485K | 0.46% | 38 |
|