KWA
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Kingswood Wealth Advisors’s Direxion Daily Semiconductor Bull 3X Shares SOXL Stock Holding History

Kingswood Wealth Advisors’s Portfolio SOXL Stock Details SOXL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-19,288
Closed -$606K – 689
2023
Q4 		$606K Sell
19,288
-11,248
-37% -$353K 0.07% 299
2023
Q3 		$576K Buy
+30,536
New +$576K 0.1% 219