1834 Investment Advisors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-57
| Closed | -$10K | – | 472 |
|
|
2021
Q4 | $10K | Hold |
57
| – | – | ﹤0.01% | 381 |
|
|
2021
Q3 | $8K | Hold |
57
| – | – | ﹤0.01% | 419 |
|
|
2021
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 432 |
|
|
2021
Q1 | $8K | Sell |
57
-57
| -50% | -$8K | ﹤0.01% | 407 |
|
|
2020
Q4 | $14K | Hold |
114
| – | – | ﹤0.01% | 347 |
|
|
2020
Q3 | $12K | Hold |
114
| – | – | ﹤0.01% | 332 |
|
|
2020
Q2 | $10K | Sell |
114
-114
| -50% | -$10K | ﹤0.01% | 330 |
|
|
2020
Q1 | $16K | Hold |
228
| – | – | ﹤0.01% | 315 |
|
|
2019
Q4 | $19K | Buy |
+228
| New | +$19K | ﹤0.01% | 334 |
|
|
2019
Q2 | – | Sell |
-180
| Closed | -$11K | – | 458 |
|
|
2019
Q1 | $11K | Buy |
+180
| New | +$11K | ﹤0.01% | 353 |
|