1NWS
1 North Wealth Services’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Sell |
10,765
-3,395
| -24% | -$810K | 1.02% | 29 |
|
|
2025
Q1 | $2.66M | Sell |
14,160
-2,441
| -15% | -$459K | 1.23% | 25 |
|
|
2024
Q4 | $3.58M | Buy |
+16,601
| New | +$3.58M | 1.52% | 22 |
|
|
2019
Q4 | $25K | Hold |
100
| – | – | 0.02% | 137 |
|
|
2019
Q3 | $21K | Buy |
+100
| New | +$21K | 0.01% | 114 |
|
|
2019
Q1 | $19K | Sell |
100
-40
| -29% | -$7.6K | 0.01% | 111 |
|
|
2018
Q4 | $22K | Buy |
+140
| New | +$22K | 0.02% | 102 |
|