American Planning Services’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
Q3
Sell
-3,480
Closed -$405K 36
2022
Q2
$405K Sell
3,480
-32,076
-90% -$3.73M 0.45% 15
2022
Q1
$5.61M Buy
35,556
+723
+2% +$114K 5.99% 6
2021
Q4
$6.3M Buy
+34,833
New +$6.3M 5.57% 5