Affinity Wealth Management’s iShares Semiconductor ETF SOXX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $283K | Sell |
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|
2025
Q1 | $237K | Sell |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $32.6M | Sell |
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|
2024
Q2 | $35.1M | Buy |
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|
2024
Q1 | $28.9M | Sell |
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|
2023
Q4 | $24.8M | Buy |
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|
2023
Q3 | $19M | Buy |
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|
2023
Q2 | $19.9M | Sell |
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|
2023
Q1 | $17.5M | Sell |
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|
2022
Q4 | $15.9M | Sell |
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|
2022
Q3 | $16.4M | Buy |
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|
2022
Q2 | $17.7M | Sell |
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|
2022
Q1 | $21.6M | Sell |
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|
2021
Q4 | $26M | Buy |
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|
2021
Q3 | $22.1M | Buy |
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|
2021
Q2 | $21.8M | Buy |
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|
2021
Q1 | $19.9M | Buy |
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|
2020
Q4 | $19.3M | Buy |
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|
2020
Q3 | $13.4M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13.9M | Buy |
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