A detailed history of Westwood Wealth Management transactions in Direxion Daily Semiconductor B stock. As of the latest transaction made, Westwood Wealth Management holds 226,970 shares of SOXL stock, worth $7.74 Million. This represents 5.04% of its overall portfolio holdings.

Number of Shares
226,970
Previous 218,315 3.96%
Holding current value
$7.74 Million
Previous $10.2 Million 23.7%
% of portfolio
5.04%
Previous 4.97%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$30.79 - $65.24 $266,487 - $564,652
8,655 Added 3.96%
226,970 $12.6 Million
Q1 2024

May 01, 2024

BUY
$25.58 - $55.32 $5.58 Million - $12.1 Million
218,315 New
218,315 $10.2 Million
Q3 2023

Nov 08, 2023

BUY
$17.24 - $28.53 $163,779 - $271,035
9,500 Added 5.31%
188,290 $3.55 Million
Q2 2023

Jul 26, 2023

BUY
$13.2 - $26.64 $116,490 - $235,098
8,825 Added 5.19%
178,790 $4.44 Million
Q1 2023

Apr 25, 2023

BUY
$9.36 - $18.3 $713,934 - $1.4 Million
76,275 Added 81.41%
169,965 $3.11 Million
Q4 2022

Feb 14, 2023

BUY
$6.93 - $13.87 $358,967 - $718,452
51,799 Added 123.65%
93,690 $905,000
Q3 2022

Nov 14, 2022

BUY
$8.86 - $22.07 $174,985 - $435,882
19,750 Added 89.2%
41,891 $371,000
Q2 2022

Aug 05, 2022

BUY
$13.1 - $37.96 $290,047 - $840,472
22,141 New
22,141 $290,000

Others Institutions Holding SOXL

About DIREXION DAILY SEMICONDUCTOR B


  • Ticker SOXL
  • Sector ETFs
  • Industry ETFs
More about SOXL
Track This Portfolio

Track Westwood Wealth Management Portfolio

Follow Westwood Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Westwood Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Westwood Wealth Management with notifications on news.