Wealthspire Advisors (Maryland)’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
2018
Q3
Sell
-42,630
Closed -$402K 2495
2018
Q2
$402K Sell
42,630
-21,720
-34% -$205K 0.04% 284
2018
Q1
$656K Sell
64,350
-8,430
-12% -$85.9K 0.06% 198
2017
Q4
$669K Sell
72,780
-47,820
-40% -$440K 0.07% 208
2017
Q3
$927K Buy
+120,600
New +$927K 0.1% 140