Accredited Investors’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $481K | Buy |
2,017
+1
| +0% | +$239 | 0.03% | 140 |
|
2025
Q1 | $379K | Sell |
2,016
-349
| -15% | -$65.7K | 0.02% | 151 |
|
2024
Q4 | $510K | Hold |
2,365
| – | – | 0.03% | 127 |
|
2024
Q3 | $545K | Buy |
2,365
+2
| +0.1% | +$461 | 0.03% | 126 |
|
2024
Q2 | $583K | Buy |
2,363
+1
| +0% | +$247 | 0.04% | 115 |
|
2024
Q1 | $534K | Buy |
2,362
+10
| +0.4% | +$2.26K | 0.03% | 122 |
|
2023
Q4 | $452K | Buy |
2,352
+42
| +2% | +$8.07K | 0.03% | 127 |
|
2023
Q3 | $365K | Sell |
2,310
-402
| -15% | -$63.5K | 0.03% | 132 |
|
2023
Q2 | $459K | Buy |
2,712
+3
| +0.1% | +$507 | 0.03% | 117 |
|
2023
Q1 | $402K | Buy |
2,709
+6
| +0.2% | +$889 | 0.03% | 124 |
|
2022
Q4 | $314K | Buy |
2,703
+24
| +0.9% | +$2.78K | 0.03% | 136 |
|
2022
Q3 | $285K | Hold |
2,679
| – | – | 0.03% | 139 |
|
2022
Q2 | $312K | Hold |
2,679
| – | – | 0.04% | 136 |
|
2022
Q1 | $423K | Hold |
2,679
| – | – | 0.04% | 127 |
|
2021
Q4 | $484K | Sell |
2,679
-120
| -4% | -$21.7K | 0.04% | 117 |
|
2021
Q3 | $416K | Sell |
2,799
-60
| -2% | -$8.92K | 0.04% | 116 |
|
2021
Q2 | $433K | Buy |
2,859
+3
| +0.1% | +$454 | 0.04% | 114 |
|
2021
Q1 | $404K | Buy |
2,856
+30
| +1% | +$4.24K | 0.05% | 111 |
|
2020
Q4 | $357K | Buy |
2,826
+138
| +5% | +$17.4K | 0.06% | 109 |
|
2020
Q3 | $273K | Buy |
2,688
+3
| +0.1% | +$305 | 0.06% | 114 |
|
2020
Q2 | $243K | Buy |
+2,685
| New | +$243K | 0.05% | 114 |
|