Accel Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-519
| Closed | -$76.9K | – | 754 |
|
|
2023
Q1 | $76.9K | Hold |
519
| – | – | 0.03% | 383 |
|
|
2022
Q4 | $60.2K | Hold |
519
| – | – | 0.03% | 327 |
|
|
2022
Q3 | $60K | Hold |
519
| – | – | 0.03% | 330 |
|
|
2022
Q2 | $64K | Sell |
519
-360
| -41% | -$44.4K | 0.04% | 308 |
|
|
2022
Q1 | $136K | Sell |
879
-9
| -1% | -$1.39K | 0.07% | 211 |
|
|
2021
Q4 | $160K | Buy |
888
+9
| +1% | +$1.62K | 0.08% | 191 |
|
|
2021
Q3 | $131K | Hold |
879
| – | – | 0.08% | 187 |
|
|
2021
Q2 | $133K | Buy |
879
+300
| +52% | +$45.4K | 0.09% | 198 |
|
|
2021
Q1 | $82K | Sell |
579
-30
| -5% | -$4.25K | 0.07% | 243 |
|
|
2020
Q4 | $77K | Buy |
+609
| New | +$77K | 0.07% | 236 |
|